Estate Planning & Probate Lawyers in Palm Springs
Is Your Estate Protected?
Estate planning involves making arrangements for the distributions of your
assets and properties after death. While many people avoid thinking about
estate planning and put it off until it is too late, ensuring that a clear
expression of your wishes is in place can provide an extensive range of
benefits and prevent a great deal of time, hassle, and frustration for
your loved ones.
Without a will or trust in place, the assets that you own will pass by
intestate succession. This means that your spouse and children will receive
them. If you do not have a spouse or children, they will be passed on
to other relatives. It is never too early to begin planning out your estate.
Talk to our Palm Springs estate planning attorneys for help.
How can we assist you?
Tell us about your estate planning goals: (760) 394-5036.
Benefits of a Will
A will is a legal document that states your final wishes. It determines
who your property goes to, guardians for any minor children, how debts
and taxes will be paid, and more. This document is relatively easy to
create, and can give you peace of mind knowing that your loved ones will
be taken care of, should the unexpected occur.
Some benefits of wills include:
- Least complex estate planning device
- Easier to set up than other methods
- Having your final wishes clearly expressed in a legally sound manner
- Minimize disputes between family members
Do I Need a Trust?
A trust is another type of legal document that ensures property and assets
are transferred to heirs according to your wishes. Different from wills,
trusts offer more privacy as they do not have to go through the probate
system, they can also offer significant tax advantages for those with
a high net worth. While they are more expensive to establish than a will,
the benefits often supersede the costs.
In some cases, individuals can benefit from having both a will and a trust.
We can analyze your estate to see if we recommend setting up both types
Dedicated to Individualized Attention for Each Client
Whether you want to establish a trust and/or will, need help moving through
the probate system after the death of a loved one, or have any other estate-related
legal need, our attorneys at Gilbert & Bourke are here to assist.
We give each client personalized attention and customize our services
to perfectly meet their needs and goals.
Learn more about estate planning by
calling us at (760) 394-5036.