Prop 19, which was passed in November with a slim 51% majority, changed the property tax landscape in California. The law takes effect in February 2021. This means you could have some very important decisions about planning, and a very short time to make those decisions. Please call us today for an in-depth analysis of your real property holdings and how to avoid a major tax bill for your family. It will be time and money well spent.
Everyone needs some form of estate planning, although the plan takes a different shape for each person.
Let us help you make these important decisions in an informed and compassionate manner.
If you prefer, we can meet in the comfort of your own home or office.
Our office is located in Roseville, but we provide legal services to the residents of Citrus Heights, Rocklin, Granite Bay, Auburn, Loomis, Lincoln, Sacramento and Newcastle, CA.
Anybody who has dealt with the probate courts knows they never want to return there. A properly drafted estate plan can save your family thousands of dollars in attorney and court fees. It can expedite quicker distributions to your heirs, resulting in broader investment opportunities. It can also combat the strife among relatives that so many families face after a death. In addition, an appropriate estate plan can minimize the administrative burden your successors will face.
Situations where estate planning is needed:
Wills and Trusts form only a part of a comprehensive estate plan. Law Office of Matthew D. Scott strives to add value to the experience by helping you determine which tools are appropriate for you, and by harmonizing the various components of your full estate plan to accomplish your goals. We can also explain the value of acting now versus later. It may be tempting to put off this important decision-making moment, but often people wait until it is too late.
Unfortunately, many people have false beliefs about estate planning that prevent them from taking action. For example, people assume that if their house is "underwater" - meaning they owe more than their home is worth - then they don't need to put that home in trust. To avoid future expense and inconvenience to you and your heirs, please speak with an experienced attorney for correct advice. Other people believe estate planning is only for families whose members do not get along. These myths are addressed in a simple document entitled "Estate Planning: Not Quite What You Think", found here.
Many people think the estate planning process is too expensive, too time-consuming, and too complicated. It doesn't have to be. Let us help you take the pain out of the plan. At Law Office of Matthew D. Scott, we have designed a simple three-step process that utilizes modern technology to make your planning experience as painless as possible.
Please feel free to give us a call at (916) 953-5517 or contact us here.
All of our estate plans include complimentary notarization services. In addition, the initial consultation is free, and all estate planning services are provided on a flat-fee (not hourly) basis. We will provide you with a fee and cost quotation at the end of our initial consultation.
We are a trusted attorney for ARAG legal insurance benefits.
NOTE: Your personal, family, or business situation will affect your estate planning considerations. The list above is not exhaustive and should not be construed as legal advice. Please speak with a competent, licensed attorney for advice on how your estate plan should be structured.