Trusts aren’t just for very wealthy or complicated estates.
Most everyone should have an estate plan
If you have assets like a home or a business, and have any dependents, it is recommended that you hold your estate in a trust. At Tardiff & Saldo, we can serve you in all areas of trusts and estates—from planning, to wills, to probate. And our litigation expertise ensures your estate plan will be crafted by a professional who has seen what can happen when a poorly written plan is disputed. We’ll see it through from beginning to end – we’re here for you.
We can help with all aspects of trusts and estate issues, including:
- Estate planning
- Estate taxes
- Executorship duties
- Living wills
- Living trusts
- Probate and will disputes
- Wills drafting and execution
Our experienced attorneys can advise you on the best approach to your estate planning. We thoroughly analyze your estate and strategize the best means of transferring your assets, minimizing taxes, establishing guardianship for your children, supporting personal philanthropic causes and protecting your loved ones. We can draft a will that reflects your desires and establish living trusts if they would be beneficial to your estate.
Our attorneys apply their extensive knowledge about California probate court to guide you through the complex process of probating a will. We assist executors in all steps of the process, including:
- Creating a plan of action to probate the estate fairly and expeditiously
- Filing the will with the California probate court
- Closing and opening bank accounts
- Transferring assets from the deceased to the estate
- Paying taxes and other debts
- Locating beneficiaries
- Hiring professional expert when necessary
When disputes occur between beneficiaries, we successfully represent your interests. Our California attorneys have the extensive knowledge to challenge invalid wills or to defend valid wills against the improper assertions of dissatisfied beneficiaries. Skillful mediators and litigators, our attorneys can negotiate between beneficiaries to preserve relationships or fastidiously pursue your rights in court when necessary.
Tardiff & Saldo Law Offices serves clients in San Luis Obispo and throughout California. Contact us to schedule a consultation at our Avila Beach office.