213-229-2868 Los Angeles
510-450-1850 Oakland

Estate Planning and Asset Protection

Marc Schwartz
Marc Schwartz

You work hard and are proud of what you have accomplished. You owe it to yourself and your loved ones to put a plan in place that will provide for them when you are gone, and you want a plan that will work when your loved ones need it most. If you have children, you want to make sure they will be taken care of, and will be prepared to receive and properly handle your assets if anything happens to you. At SW, we know that documents are important, but we believe the relationships are key. Life and laws are constantly changing, and at SW, we ensure the most important details of your life and estate planning are followed through and that your plan continues to work not only today, but throughout your lifetime.

Estate Planning

Virtually, every estate plan prepared by SW includes a revocable living trust designed to avoid probate and transfer assets in accordance with your wishes, a financial durable power of attorney to allow a loved one to carry on your financial affairs if you are incapacitated, healthcare documents with an advanced healthcare directive and medical power of attorney, and a pour over will to catch any asset that happens to be outside the trust. We believe, however, that your financial achievements are only a part of your overall “family wealth”. Family wealth includes your intellectual, spiritual and human assets too. At SW we have developed tools that allow you to pass on these intangible assets that are often lost when someone passes.

Asset Protection

A common misconception about a living trust is that it provides protection from creditors. It does not. Upon the death of one or both of the creators of the trust, however, one can put in place new trusts that do provide this desired asset protection. These asset protection trusts can protect property from creditors and divorced spouses, and ensure that the legacy you worked so hard to build does not evaporate or end up benefiting with someone you did not choose.

SW represents a wide variety of people, and varying stages of life, including:

  • Two parent families and single parents
  • Unmarried couples
  • Blended families
  • High net worth families
  • Family business owners
  • Real estate investors

For more information about how we help you pass on your assets, and about leaving your family with a true legacy, please contact us today.

Practice Areas

Web Services by Horowitz Agency