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ESTATE PLANNING

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WHAT IS ESTATE PLANNING?

At K. Kelso Law, we provide empowered estate planning for everyone; no matter your stage of life, protecting your future is imperative. Estate planning is a process involving how assets are measured, managed, and distributed after death. Estate plans offer your family and loved ones a blueprint, crafted by you, describing how you want your assets distributed. But an estate plan also provides instructions for your loved ones to follow, such as what to do if you become incapacitated before death, names of individuals you have identified as guardians for young children, who will be responsible for carrying out your wishes, etc.

 

Your assets may include bank accounts, stocks, cars, houses, insurance policies, pensions, and even items such as paintings or furniture, or frequent flyer miles. Having a trusted attorney will help make this process easier and will ensure that your wishes are clearly described and legally binding.

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ESTATE PLANNING
CAN INVOLVE WILLS AND TRUSTS

Within the estate planning process, your attorney will go over options including wills and trusts. Clients often want to know the difference between a will and a trust and what would be the best option for them. A will is a legal document outlining how you want your affairs and assets to be handled after death, while a trust is a fiduciary relationship where a trustor gives a trustee the right to property or assets.

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WHAT SHOULD YOU DO
AFTER ESTATE PLANNING?

Most law firms only focus on what happens when you pass and not the journey up to it. At K. Kelso Law, we understand that constructing an estate plan doesn’t mean it’s the end of the process. We are there for you every step of the way, reviewing your living trust to ensure that your wishes are properly executed and updating any changes. 

 

As your attorney, we make sure your beneficiaries are consistently informed on changes in insurance, retirement benefits, payable-on-death accounts, and other need-to-know information. We’ll also ensure the safety of any duplicate copies of your estate plan in our fireproof safe.

It may be difficult to think about the end, but K. Kelso Law makes the process easy on you and your loved ones. We work closely with you, one-on-one, to ensure the security of you and your family’s finances and assets when the time comes. We’re here for you, even when you’re not here.

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OUR ADDRESS

17602 17th St. Ste 102 PMB #507

Tustin, CA 92780

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Tel:  1 (888) 823-7756

Fax:  1 (714) 617-5115