Pasadena Estate Planning & Probate Firm

Family Law | Divorce | Estate Planning | Asset Protection | Living Wills

Most people spend decades building a retirement nest egg, saving for the education of children or grandchildren and providing for the welfare of their families. Yet, all too often the same people, so diligent in building assets, fail to grasp the value and necessity of an estate plan.

Estate plans are designed to ensure financial security for you and your family today, as well as after you are gone. Everyone should at least have a last will and testament. If the value of your assets (including investment portfolio, insurance policies, pension, real estate and other assets) exceeds $3.5 million, you need a more sophisticated estate plan to minimize taxes.

At the Law Offices of J. Arthur Bernal in Pasadena, we have been helping clients create wills and trusts and develop estate plans for more than two decades. Focusing on individual requirements, our estate planning tools, techniques and related services are as varied as the clients we serve. Whether you wish to form a simple will or trust, or develop a complex estate plan, attorney J. Arthur Bernal will ensure that you understand the principles of estate planning and will provide you with options and strategies for reducing estate taxes.

For additional information about us and the quality of our services, visit our Firm Overview and Benefits of Retaining Us page.

Experienced Estate Plan and Probate Attorney

We have extensive experience with probate and estate plans. We recommend you consult an experienced attorney to draft a last will and testament, regardless of your age and assets. We also recommend you discuss estate planning needs if you have significant assets and/or:

• Own a business
• Have children or are responsible for children from a prior marriage
• Have dependents who are elderly or disabled
• Wish to donate assets to a charity, educational institution or other non-profit organization
• Run multiple business or have multiple real estate holdings

The estate planning services our firm offers include:

• Wills and Trusts
• Living Wills and Advanced Health Care Directives
• Durable Powers of Attorney
• Probate Administration
• Guardianships
• Conservatorships

Once you create a will, trust or other estate plan document, it is vital to keep it updated. Failure to do so may cause your heirs to incur significant expense and delay in the administration and settlement of your estate. We therefore encourage clients to arrange an appointment to review their estate plan when they marry, divorce, or have a child; if an executor, trustee or other personal representative dies; or if there is a significant change in the assets in their estate (e.g., purchase of a home or other substantial investment).

Contact an Experienced Pasadena Estate Planning and Probate Attorney

For additional information about estate planning, or to discuss your estate plan or probate matter with an experienced Inland Empire estate planning lawyer, schedule a free confidential consultation by calling us at (626) 577-1992, or fill out our intake form and we will contact you.

Law Offices of J. Arthur Bernal - Client Focused, Affordable Legal Services since 1985