San Diego Estate Planning Attorneys
A well-crafted estate plan can preserve assets and ensure that they are used in accordance with your wishes. It can give your children and loved ones the financial support they need should you die prematurely. It can provide you and your family with peace of mind. We believe that good estate planning takes into account family dynamics and should be structured to prevent conflicts between heirs whenever possible.
The attorneys at Jones & Kindelan have been providing estate planning advice and services since 1969 for clients with estates ranging from modest to very large. Our firm advises clients in all types of estate planning matters, including:
Wills
Trusts — revocable and irrevocable
Special needs trusts
Advance health care directives and living wills
Durable and special Powers of Attorney for assets
Probate administration
Trust administration
Intergenerational care issues
Charitable giving
And others
Understanding the Person and the Family
At Jones & Kindelan, we believe that a personalized approach provides the best means of developing an estate plan. We take the time to understand you, your financial situation and your family dynamics. We ask probing questions to determine the make up of your family and your ultimate goals. Working closely with you, our lawyers develop the estate plan that reflects your values and is right for you.
In one case it might mean a revocable trust that avoids the costs and delays of probate. In another, it might mean the creation of a will, an advance health care directive, and an irrevocable trust to provide you with peace of mind.
Wills, trusts, tax minimization and wealth maximization — whatever your goals, Jones & Kindelan will work to develop and implement the estate plan that is right for you.
Contact us today for a free initial telephone or e-mail consultation. We have the experience and perspective needed to help you make these sensitive and sometimes difficult decisions.
Estate Planning Worksheet
There is some information that we will need in order to provide you with the personalized approach that best serves your needs. You can get a head start and download our Estate Planning Worksheet here.