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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 (March 23)

Based on additional information released by the State of California and County of San Diego, Garmo & Garmo, LLP has re-opened our physical office on a limited basis. Staff members will be at the office; however, we are limiting face to face contact to emergencies only.

We are still accepting telephone calls, voicemails and emails from clients and advisors. We will do our best to return calls, voicemails and emails as soon as reasonably possible. We also have the ability to conduct client meetings with video conferencing to discuss your matter.

We are closely monitoring the latest advisories from the World Health Organization, the U.S. Centers for Disease Control, the State of California 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.