We know how overwhelming it is to prepare for and navigate difficult life events. Worse, you are not always sure what you need and who to trust to help you make the right decisions for your family. Imagine what life will be like when you have the support and guidance you need to protect your loved ones.
Gain a family trust attorney for life - one that will not nickel and dime you when you need guidance. Have peace of mind knowing your estate plan is done right so it works for what you need when you need it. When you schedule a planning session with us today, we will listen with compassion and care to help you understand your options then recommend your next best steps.
Gain a family trust attorney for life - one that will not nickel and dime you when you need guidance. Have peace of mind knowing your estate plan is done right so it works for what you need when you need it. When you schedule a planning session with us today, we will listen with compassion and care to help you understand your options then recommend your next best steps.
Services
About Us
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Julianna Malis, Attorney at Law, LL.M (Taxation-Estate Planning) Julianna helps families stop wo. Sean Malis, Veterans Benefits Specialist Sean is our Veterans Benefits Specialist, and his exper. Leah Makler, Client Services & Social Media Coordinator Leah Makler joined Santa Barbara Estate. Augustus, Director of Greetings and Law Support Dog Augustus 'Gus' is our Director of Greetings.
Estate Planning Services in Santa Barbara County & Central Coast
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Most people think that estate planning is only concerned with the distribution of assets after a person passes away. This is certainly part of it, but a proper estate plan provides a number of benefits while you are still alive and well. Let's look at what estate planning can help you accomplish and why everyone needs a plan of his or her own.
Revocable Trusts
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One of the most common and versatile trust planning tools is a Revocable Living Trust. A Revocable Living Trust (RLT) is an agreement with three parties: the Trust-makers (usually you and your spouse if married), the Trustees or Trust Managers (who may also be you), and the Trust Beneficiaries (you may even be the beneficiaries during your lifetime).
Wills
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It's important to create your will whether times are simple or challenging. When you pass, the state of California will be able to decide who gets your property and raises your children if you do not have a will in place. At Santa Barbara Estate Planning and Elder Law, our team has the knowledge and experience you need to draft a will that will protect your assets and provide for your loved ones.
Elder Law -Sandwich Generation Planning
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It seems like before we know it, our kids are grown up. As they enter adulthood, our own parents also begin a new phase in life. One of the greatest blessings we have is that our loved ones are now living longer, allowing us more priceless time and memories together. But with that comes great concern for those loved ones who may not have prepared financially to live through these extended years.
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