Helping You Preserve Your Legacy
At Cannavino Law, we are committed to helping you create the legacy your family deserves by providing the customized protection your estate requires. Through careful planning and maintenance, you can preserve your assets for your loved ones without the hassle and expense of the probate process. Depending on your needs, we are here to guide you. Whether you are thinking about creating an estate plan for the first time, need an outdated plan reviewed and updated, or need assistance with probate or trust administration, we are committed to providing you excellent service.
We pride ourselves on providing clients with a full understanding of the estate planning process. We explain each step in simple, straight-forward language, giving you confidence that the final product will serve your goals and needs.
Contact
➤ LOCATION
2305 Historic Decatur Road, #100
San Diego, CA 92106
☎ CONTACT
(619) 930-5443
danna@sdestatepro.com
Estate Planning Basics
Trust
A trust is a fiduciary arrangement that allows a trustee to manage your assets on behalf of your beneficiaries. You can customize and design your trust to specify exactly how and when your assets pass to your beneficiaries. A properly designed trust can also take advantage of estate tax exemptions to minimize taxes, keep your estate out of probate, and protect your heirs’ inheritance.
power of attorney
A Financial Power of Attorney (POA) enables your loved ones to manage your finances in the event of your incapacity. Without a valid POA, your agents will have to go through a lengthy court process called Conservatorship to obtain the ability to manage your financial affairs. You can define what powers your agent can possess and ensure your wishes are followed when you are unable to direct your finances yourself.
Will
A will allows you to determine who will get your assets and decide who will be the guardian of your children, in the event they are minors at your death. A will also allows you to select a person to represent you after your death, called an executor. This person can present your choices to the court through the probate process, to ensure your desires are expressed.
probate
Probate is the process by which the Court decides how a deceased person's assets are distributed to their heirs and all debts owed to creditors are paid off. The probate process can be lengthy, expensive, and part of the public record. We can help your executor navigate this daunting process and protect your assets and beneficiaries.
Advance health Care directive
In the case of incapacity, honoring your wishes is of the utmost importance. An advance healthcare directive (AHD) will allow your loved ones to manage your care in accordance with your wishes in the event that you become incapacitated. The AHD can include a living will, a medical power of attorney for healthcare decisions, and HIPAA waivers. These documents will allow your agents access to medical information and also direct physicians how to proceed when you are not able to direct your care on your own. The AHD can be specific or general, depending on the desire of each client.
trust administration
Administering a trust after the death of a loved one may seem to be an overwhelming task for some trustees. We can help your trustee manage the trust assets and property in accordance with your estate plan. Should questions arise, Cannavino Law can facilitate the process so your trustee receives the necessary guidance and your beneficiaries’ assets are secure.
Disclaimer
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We welcome you to call or email us. Contacting us does not create an attorney-client relationship. Please do not send any confidential information until such time as an attorney-client relationship has been established.