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Estate Planning

Many people think estate planning is only about passing assets on to heirs after death and minimizing estate taxes. While this is of course part of it, a well-designed estate plan can provide numerous benefits to you and your loved ones while you are alive. Here are just some of the goals estate planning can help you achieve:

  • Retain complete control of your assets
  • Continue to enjoy the lifestyle you have become accustomed to when you retire
  • Protect your assets from the high cost of nursing home care
  • Receive adequate medical care in the event of incapacity
  • Ensure your wishes are carried out in a medical emergency or end-of-life situation
  • Give what you want, when you want, to the people you want
  • Leave a lasting legacy by passing your values on to family, future generations and the institutions that have come to mean the most to you in life

Accomplishing these goals and more is part of what makes having your own estate plan so important. Another factor to consider is that without an estate plan, the state of California and the IRS will simply make one for you. And you and your heirs will likely suffer the painful financial consequences.

At Liberty Law, A.P.C., we can go well beyond traditional approaches, by using the most advanced legal techniques available to help you take full advantage of recent changes in the law and better prepare for the life changes that will impact you and your family. It is important to note that even if you already have an estate plan, in all likelihood we can make it significantly better. An outdated or inadequate plan is often worse than no plan at all.

The Estate Planning services we provide include:

Foundational Estate Planning

  • Wills
  • Powers of Attorney
  • Health Care Directives
  • HIPAA Authorizations
  • Revocable Living Trusts

Advanced Estate Planning

  • Irrevocable Trusts
  • Family Limited Partnerships
  • Dynasty Trusts
  • Life Insurance Trusts
  • Qualified Personal Residence Trusts
  • Retirement Trusts
  • Minors’ Trusts
  • Generation-Skipping Trusts
  • Charitable Trusts
  • Supplemental Needs Trusts (sometimes referred to as
    Special Needs Trusts)
  • Gift Programs
  • Tax Planning & Financial Planning though Liberty Law’s
    team of trusted advisors across the North State.

Contact us today to learn more about our estate planning services and how we can assist you and the people you care about most. We also invite you to click here to learn the ten most gruesome estate planning mistakes.
The information on this Liberty Law Firm website is for general information purposes only. Nothing on this or associated pages, documents, comments, answers, emails,
or other communications should be taken as legal advice for any individual case or situation. This information on this website is not intended to create, and receipt
or viewing of this information does not constitute, an attorney-client relationship.

2150 N. Main Street Unit 10 Red Bluff, CA 96080 | 3464 Bechelli Ln Suite G Redding, CA 96002
Phone: (530) 529-4329 (Red Bluff) | Phone: (530) 246-1152 (Redding) | Fax: (888)529-2519

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