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Estate Planning in San Diego County

Many times, questions that are far too important are left unresolved. When you die without a properly written, signed, and notarized last will and testament, the costs of transferring everything you have worked for to your family can cost thousands of dollars and take a year or longer as it goes through a process called probate.

If you want to properly protect yourself and your family, it is important to have a trust – a legal instrument designed to make sure your family is protected and your hard-earned property goes to whomever you wish. At Garmo & Garmo, LLP, our attorneys take the time from the beginning to understand your situation, to create a customized plan for you and your family.

Proper Estate Planning allows you to plan for:

  • Yourself and loved ones without giving up control;
  • Your current and future concerns for family members;
  • The possibility of your own disability;
  • What you own to go to whom, when, and the way you want;
  • Fully disclosed and controlled costs;
  • Your dreams and goals for yourself, your family, and your assets.
  • The type of health care you want to receive in the event you are unable to express those wishes later in life through an Advance Health Care Directive;
  • Allowing someone else the power of attorney should you be unable to communicate your wishes.

If you do not properly designate in a trust who you want to inherit everything after your death, the State of California will make that decision for you. If you have not made written plans, a judge will decide who will raise your minor children. Without the proper documents, if you become incompetent or incapacitated the Court – not your family – will make decisions about your care. Furthermore, in the event of the need for long term care, a nursing home, or Medi-Cal assistance, your assets, including your home, may be consumed to pay for your care.

Ask yourself these questions:

  • Do I have a written plan to take care of my family in the event I am unable to?
  • Who will take care of my spouse when I die? My minor children or elderly parents?
  • Have I identified and valued my assets?
  • What happens to my property once I become disabled or die?

For more information regarding Estate Planning, please call us at 619-441-2500 for a free consultation today!

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Garmo & Garmo, LLP office update (January 4, 2021)

Garmo & Garmo, LLP’s physical office is open to assist you with your legal needs.  We are following the strict guidelines established by the Centers for Disease Control (CDC), State of California and County of San Diego.  Unless necessary, in-person meetings will not be held in our office.  Our office can conduct phone meetings or video meetings with clients/visitors.  Please note the local San Diego courts are open for most business operations. 

Please consider the following if you must come to our physical office:

  1. All clients/visitors must wear facial coverings at all times while in our office.
  2. All clients/visitors must practice social distancing while in our office.  This includes maintaining a minimum of six feet from our staff and others.
  3. For the safety of our staff and others, all sick clients/visitors may not enter our office.
  4. All clients/visitors will have their temperature taken when they enter our office.
  5. Please do not enter our office if you have any of the following symptoms:

    • Fever or chills
    • Cough
    • Shortness of breath
    • Fatigue
    • Muscle or body aches
    • Headache
    • New loss of taste or smell
    • Sore throat
    • Congestion or runny nose
    • Nausea or vomiting
    • Diarrhea

We are closely monitoring the latest advisories from the Centers for Disease Control (CDC), State of California, County of San Diego and the local court system. We will update our policies as we receive new information.

We appreciate your patience and confidence in Garmo & Garmo, LLP’s ability to serve you.