Lawrence T. Ullmann, Attorney At Law
Tax, estate and trust planning, and real estate advice and representation from an experienced attorney.
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Walnut Creek California Tax Law Blog

Updating your will and estate plan protects your legacy

Creating a will and an estate plan is one of the most important steps you can take toward protecting your property and making your wishes for your legacy clear to your beneficiaries. However, it is important to revisit these documents from time to time to ensure that changes in your life or your property do not create complications.

It is easy to forget to review these documents or get comfortable with the peace of mind their protections provide. As your own life circumstances change over time, updating your will and estate plan keeps your wishes clear and helps avoid conflicts between your beneficiaries and loved ones when the time comes.

Get started on your estate plan to prevent taxation

Part of the estate planning process is planning for taxes. While smaller estates don't have many taxes to speak of, those with large estates may have to worry about taxation in the future.

There are a variety of expenses that could hit your loved ones after you pass if you don't plan for them. For example, there are estate taxes, probate expenses and final income taxes to pay in California.

Protect your assets with the right estate plan

You worked hard to build up your estate in Walnut Creek over the years. Now, you have a few children, grandchildren and you may even have great-grandchildren on the way. It is your goal to make sure each of them receive a part of your estate, but you don't want to give it to them too soon.

Part of working through your estate plan is deciding on how to divide up your estate. You can leave parts of it to charity, leave behind trusts for your loved ones or simply allow the assets to go to your spouse. Whatever you decide, your attorney can help you guarantee that your estate plan is in line with the state laws and will work for your purposes.

Lawrence T. Ullmann, Attorney At Law
1990 N. California Blvd. Suite 750
Walnut Creek, CA 94596

Phone: 925-977-3898
Fax: 925-256-6020
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