Understanding Real-Life Estate Planning Needs

When I founded my La Mesa law firm in La Mesa, California, more than 25 years ago, my goal was to provide excellent estate planning services for families and individuals in San Diego County with an eye toward preserving personal autonomy and assets and avoiding court supervised proceedings wherever reasonably possible.

Estate planning is the process of putting in place a strategic and practical plan to govern assets and decision making in order to protect assets, support quality of life, and ultimately to pass on property to beneficiaries.

My highest priority has been to serve as an attorney who is accessible, knowledgeable, and reliable in providing sound legal counsel to couples and individuals who may come to me during a stable phase of life or during a time of significant change in family relationships or health status or financial concern, and who still have a strong vision of their own path forward and the tangible and intangible legacies they wish to leave to beneficiaries.

With over 25 years of experience working with estate planning clients in San Diego County, I continue to take pride in serving residents by providing honest, caring, proactive, skilled legal advice in the following areas:

By offering assistance with the creation of a comprehensive estate plan, I can help you, as I have helped many others, gain peace of mind in establishing an estate plan with terms you understand and provisions that will operate to protect you and guide your fiduciaries in carrying out your plan. By actively engaging in the planning process, you will come to a clearer understanding of how to take steps to protect your own personal autonomy and manage assets under varying conditions. You will become more acutely aware of what it means to make "informed choices" and how to select and when to rely on surrogate decision makers. As you complete the estate planning process and address issues of concern to you, you are likely to become more confident in your ability to shape your own future.

If you would like to discuss your estate planning needs with an experienced attorney, I invite you to call 619-916-3296 or email me at sallie@samanley.net to schedule an initial consultation at my law office in La Mesa, California.

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Estate Plans For Every Californian

A hallmark of each estate plan is that it is designed to meet the unique circumstances and goals of the client. Whether the client is a married couple or a surviving spouse, or a single adult, I take the time to sit down with the client, learn about your situation, goals, and concerns, and help you consider available options. We discuss the pros and cons of each choice.

As the client, you take your time to deliberate, reflect, and select the choices that best fit your needs. Whether you are establishing an initial estate plan or updating an existing estate plan, or administering an estate as a fiduciary, I have the knowledge, skill and experience to help you take the next proactive step.

Setting Up A Trust May Benefit You And Your Family

In the world of estate planning, a trust can be a useful tool for an individual or married couple to maintain control of assets during periods of health, illness, and, upon death, to pass assets on to beneficiaries free of court supervision, thus saving the time and expenses of probate administration. Not all persons need or want to avail themselves of the benefits of a trust. Other alternatives may meet your needs.

By examining your specific circumstances and goals, I can help you determine whether and how you might benefit from incorporating a trust into your estate plan. I can help you review and understand better the terms of an existing trust. I can help you update your existing trust. I can advise you (or the person who serves as trustee) administer an existing trust.