Protecting Your Financial Goals Through Wills And Trusts

Many people assume that wills and trusts are for only the very wealthy or the very old, but almost every type of family can benefit from estate planning. With careful preparation, you can leave your family in a position strong enough to handle many kinds of challenges they may face in the years to come.

Estate Planning For Your Family's Future

At the Law Offices of Roshni T. Desai in Santa Ana,  we help people create different types of estate planning documents, including:

  • Wills
  • Trusts
  • Irrevocable trusts
  • Revocable living trusts
  • Life insurance trusts

We also help with conservatorships, guardianships, powers of attorney, advance health care directives and other tools that can be very important in helping a family to prepare for the future.

Wills And Probate

Everyone has seen a movie or television show in which someone reads a will, outlining who will receive what piece of property. However commonly known they are, wills are also commonly misunderstood. What people don't understand is that, if they don't leave a valid will, California has a law that decides for them where all their assets will go. This law could lead to a result that is very different from what you want for your assets, your family and your favorite charities.

Another commonly misunderstood factor is probate. Estates must typically pass through probate court, which can be time-consuming and expensive. The costs can easily burn through whatever legacy you leave behind, and disputes over probate can cause lasting damage to family relations. With careful planning and the help of a good estate lawyer, you can help to ensure that your legacy leaves your loved ones in a position of strength and respect.

Preserving Assets And Protecting Your Loved Ones

Trusts are some of the most powerful instruments available for estate planning. A well-crafted trust can help a family avoid probate, minimize tax burdens, preserve property for future generations or achieve many other long-term goals.

Attorney Roshni T. Desai helps her clients and their families to avoid these problems. She can help you draft and execute a will that protects your legacy and provides for your family or your favorite charities. If you are named as an executor or trustee, she can help you move an estate through the probate process, or even through difficult probate litigation.

How To Get Started

If you need help with estate planning, probate or other matters, call the Law Offices of Roshni T. Desai today at 714-955-4137 to set up a free initial consultation. You can also contact the firm by email. We help clients in Santa Ana and throughout Orange County, Riverside County and San Bernardino County.