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Estate Planning

An Estate Planning Attorney For Your Needs

Hoffman & Forde’s estate planning attorneys inform individuals and married couples on a variety of advanced estate planning techniques they can use to make the estate or inheritance tax bill less painful. Our estate planning experts also educate clients regarding the designation of a guardian and trustee for your beneficiaries. Let us help you create a sound financial plan, avoid probate, protect your assets, prevent family conflicts and costly legal expenses.

Typical Estate Planning Documents

Our attorneys draft a set of documents to address your unique needs and expectations. Our firm also advises on co-ownership property rights, transfer-on-death accounts, and beneficiary designation.

  • Last Will and Testament

    This is a document in which you name an “executor,” who has legal authority to administer the transfer of your property per your designated intentions. The executor closes your estate.

  • Trusts

    Trusts are a fiduciary arrangement that allow a third party, “trustee,” to hold assets on your behalf and beneficiaries. Trusts specify how and when your assets pass to your beneficiaries.

  • Durable Power of Attorney

    Durable power of attorney establishes responsibility and identifies guidelines if you become incapacitated. It directs an individual of your choosing to make financial and medical decisions on your behalf.

  • Health Care Directive

    Our attorneys will help protect your medical and health information. A HIPAA compliant document guides your family members and health care providers when determining medical decisions on your behalf.

  • Business Succession Planning

    Business succession planning helps owners of family-owned or closely held businesses protect the business and assets in the event of their incapacitation or death. It is a series of logistical and financial decisions.

  • Beneficiary Designation

    Our attorneys will make certain your assets transfer to the people/entities designated as beneficiaries on specific contracts/accounts. Such assets include life insurance policies, IRAs, and 401(k) plans.

Why Our Estate Planning Attorneys

Our experienced San Diego estate planning attorneys will advise you on the best estate plan for you and your family based on your unique circumstances and goals. Estate plans must meet state guidelines. We fully understand how current state and federal laws impact your estate and will draft all of the pertinent documents. More importantly, we help ensure your wishes are carried out while avoiding potential hassles and needless expenses.

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Our Estate Planning Law Firm

We serve our clients’ individual needs while providing creative, practical, and affordable solutions. Our firm’s continued success results from our dedication, diligence, and honest communication with our clients.

Schedule Your Consultation

For inquiries regarding specific legal matters, contact us today to schedule an initial consultation with one of our experienced attorneys.

Service Areas

From San Diego to Los Angeles, Hoffman & Forde provides individuals and businesses with first-class legal services.