A thorough and complete estate plan must take into account a significant amount of information about your assets, your family, your property, and your wishes during and after your life.
Complete the Estate Planning Questionnaire prior to your appointment with an estate planning attorney in Oxnard & Westlake at Schneiders & Associates, L.L.P.:
Download Questionnaire for Couples
Download Questionnaire for Single Persons
Download Questionnaire in Spanish
A well-considered estate plan can:
- Provide for Incapacity
- Avoid Probate
- Provide for your minor children
- Eliminate or Reduce Potential Estate Taxes
- Provide Asset Protection
- Provide Charitable Bequests
- Business Succession Planning
- Provide for Non-Traditional Families
We can assist you in drafting and finalizing Estate Planning Instruments, such as:
- Last Will and Testament
- Living Trust
- Durable Power of Attorney for Management of Property and Personal Affairs
- Advance Health Care Directives
- Retirement and Pension Plans: Beneficiary Designations
- Gun Trust
- Pet Trust
- “Funding” the Trust with Real Estate Deed Transfers
Our firm regularly assists families with sophisticated Advanced Estate Planning techniques, including:
- Family Limited Partnerships
- Qualified Personal Residence Trusts
- Irrevocable Life Insurance Trust
- Charitable Split-Interest Gifts (CRT/CLT)
- Non-Charitable Split Interest Gifts (QPRT/GRAT/GRUT)
- Dynasty Trust
- Self-Canceling Installment Note (SCIN)
- Intentionally-Defective Grantor Trust (IDGT)
- Private Annuity
The estate planning attorneys Schneiders & Associates, L.L.P. serving Oxnard & Westlake Village in Ventura County, CA have the expertise and experience to assist any family situation in devising and implementing the most suitable plan. Please download the Estate Planning Questionnaire or contact our office to request a copy. Once completed, you are invited to schedule a no-charge consultation with one of our knowledgeable estate planning attorneys to go over the Questionnaire and advise you of the best plan for you and an estimate of the cost.
Whether you are contemplating your estate plan or would like to make amendments to your existing estate planning instruments, contact the estate planning attorneys at Schneiders & Associates, L.L.P. Oxnard & Westlake in Ventura County for assistance.
See related articles:
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- Preparing to Meet With Our Estate Planning Attorney
- Why Every Homeowner Should Consider a Living Trust
- Estate Planning Don’ts
- 7 Events Which May Require a Change in Your Estate Plan
- Beware of “Simple” Estate Plans
- Paying for Your Grandchildren’s Education
- What Does the Term “Funding the Trust” Mean in Estate Planning?
- Overview of Ways to Hold Title to Property
- Estate Planning: How Certificates of Shares Are Passed Down
- Pet Trusts – Estate Planning and Your Pets
- Avoid Family Feuds through Proper Estate Planning
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- Planning Pitfall: Probate vs. Non-Probate Property
- Charitable Giving
- Year-End Gifts