Estate Planning in Carlsbad, California.
When it comes to Estate Planning, the most important factor is that your attorney understands you and your goals. At Cardin and Company, we know that each family is different, and we take the time to determine your goals and understand your circumstances.
Regardless of whether you expect to have a multi-million dollar estate, and need help to reduce or eliminate the Estate tax, or if you just want to make your Estate easier to manage for your family after you are gone, Cardin and Company has the expertise you need to accomplish your goals and ensure your peace of mind.
Our Personalized Approarch.
Through an initial meeting or series of meetings, our experienced team will gather information about your family and assets, as well as determine and address your specific goals and concerns that you may have regarding the distribution of your estate.
In these initial meetings, we will inform you on the estate and gift tax system that often dictates much of the structure of the estate planning process, as well as other legal and non-legal issues that impact the formulation of a client’s estate plan, including lifetime gift programs designed to minimize the impact of estate taxes on the family fortune, and plans designed to accomplish such results with minimum adverse current economic impact on the client.
An Estate Plan That Meets Your Needs.
Based on the information gathered in these initial meetings, we will present an estate plan to you that includes all of the options available for meeting your objectives. Using feedback from the client and after further discussions, we will then customize and draft the estate plan to your individual needs and preferences. An important part of this process involves ensuring that you understand the meaning and effect of the documents you are signing.
Contact Cardin and Company now to begin your estate planning in Carlsbad with a trusted team of experts.