San Diego Estate Planning Lawyers ● Living Will Attorneys ● Healthcare Directive Law Firm

Are you considering moving from the San Diego area and purchasing another property through the LifeLine Program ? If so, then this is a very exciting time in your life. With all this excitement, you may also feel uncertain and overwhelmed about how this move will affect your financial, healthcare and familial legacy from a legal standpoint. While these feelings are natural, an effective estate plan may alleviate these uncertainties. We will explain everything to you in a simple, straightforward manner.

Why is an estate plan important? Simply put, creating a customized Estate Plan will ensure you and your family’s assets and wishes are protected and honored for generations. For more information, click here for an explanation of wills, trusts and estate planning.

We will tailor your estate plan to meet your varied financial needs while keeping in mind your personal desires. There are at least five reasons why you should implement an Estate Plan concurrently with LifeLine:

• Your Estate Plan will remain effective no matter which state you choose to reside while simultaneously alleviating the expense, time delay and emotional drain of the probate process;
• Your Estate Plan will afford you the opportunity to determine the proper management of your financial and real property in the event of your incapacitation;
• Your Estate Plan will integrate all of your real property, regardless of location, ensuring your peace of mind and minimizing any financial burden placed on your heirs in the event of your incapacitation or death;
• Your Estate Plan will determine the manner in which title to your real property should be held to minimize, or in some cases, exempt your property from reassessment for property tax purposes; and
• Your Estate Plan will organize your finances to minimize the tax effects on your estate, including the potential use of life insurance proceeds to defray the tax burden on your heirs.

Review the benefits of Atlantic Pacific Home Loans' "LifeLine" Program by clicking here *

Implementing a comprehensive Estate Plan is an essential component of long-term financial and personal well-being. It is especially important under the LifeLine Program*. Our law firm can provide you with peace of mind by create such an estate plan. For more information on how we can best serve your needs, please contact us at your earliest convenience.

* Wilkinson & Finkbeiner is not associated, affiliated and has no financial arrangements with Atlantic Pacific Home Loans, Inc. or the LifeLine Program.

If you have legal questions about estate planning, probate, or family law, contact the attorneys of Wilkinson & Finkbeiner. Our lawyers represent clients in the San Diego County area including the communities of San Diego, North County, East County, and South Bay.

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