Estate Planning

The Lepe Law Firm can help fulfill your wishes and protect your legacy.

Estate planning prepares for the transfer of a person’s wealth and assets after his or her death. Many different items can be included in an estate plan, such as life insurance, pensions, real estate, vehicles, and personal belongings. Everyone can benefit from estate planning, no matter the size of the estate. A plan can ensure your home, wealth, and other assets are distributed properly following your death, allowing you to provide for your family even after you are gone. 

Estate planning is more than just drafting a will. The planning process protects your future and the future of your loved ones. A comprehensive plan will include living trusts and irrevocable trusts and will consider who can help you manage your finances in the event that you are incapacitated. 

Monitoring and alleviating the tax consequences of the probate process is an important function of an estate planning lawyer. Being able to limit the cost of transferring assets is not only important to you but can directly impact your beneficiaries. Estate plans can also provide for charitable donations to ensure that any non-profit organizations you feel passionate about can receive financial support with limited taxation after your passing.

Estate Planning Services

A revocable living trust is designed to be in operation during your lifetime and will be changed with the ebb and flow of your life. It is a useful estate planning tool to determine who will receive your property after your passing.

With ironclad terms, an irrevocable trust cannot be modified, amended, or terminated without the permission of the person who has been named beneficiary within that trust. This trust is safe but equally inflexible.

A financial power of attorney is a particular type of authority that allows another person to act on your behalf to deal with your finances. A financial power of attorney, once signed and certified, can be presented to third parties as permission for a person to make decisions on your behalf.

An advance healthcare directive is also known as a living will and can be used to articulate your healthcare directives to medical professionals. Advance directives dictate your wishes for doctors and caregivers in case you become terminally ill, seriously injured, or comatose.

Your estate plan or wills outlines your plan for trust administration. When a person dies, someone will be required to safeguard the assets tied up in a trust. That trustee is responsible for managing the trust assets and distributing them according to the instructions contained in the trust agreement.

The Lepe Law Firm helps people make plans to complete their final wishes.

We focus on equipping people with knowledge and empowering them to use the law to their benefit.

Experience

We are skilled at interpreting the law and crafting any legal documents that you or your business might need.

Integrity

We embrace confidentiality and maintain client records in the strictest of confidence.

Energy

We are eager to take on your legal issue and will stop at nothing to ensure your needs are met.

Intelligence

We work smarter and harder for you. Complete comprehension of the law is our goal, and success is our constant focus.

Team

Book an appointment with The Lepe Law Firm today

Scheduling a consultation with us is your first step towards achieving your goals, whether it be to develop an estate plan or to register and open a new business. Our experienced attorneys want to help you succeed in every aspect of life.