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What is Estate Planning in California?

Estate planning is a process whereby you preserve, protect and transfer your assets. It involves many times a living trust, but it's much more than that, there's wills, powers of attorney, medical healthcare directives. There are also other vehicles for preserving your assets and not just disposing of it. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost-saving and efficient manner possible.

tags: estate planning definition wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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How does estate planning advantage high net worth persons?

Estate planning in California doesn't just involve the preparation of a will, trust, and powers of attorney for you. If you're a client with a high net worth, we at Wells Strategy Council also have the ability to implement a plan to take into consideration the effect that estate taxes and transfer taxes can have on your death. I'm Lisa Alright and I'm a team member of Wells Strategy Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What if I am the successor Trustee of a Living Trust?

If you have been named as a successor trustee of a trust and the maker of the trust has passed away, you need to immediately contact an experienced estate planning and trust administration attorney. There are many time sensitive issues that need to be addressed upon the passing of an individual. If you don’t contact the attorney timely, you could actually be held liable for failure of your duty to contact the beneficiaries and notify them of the passing of the individual under the terms of the trust. I’m Lisa Alred [SP] and I’m a team member of Well Strategies Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning living trust trustee wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What should I do after the loss of a loved one?

The most important step to take after the loss of a loved one is to contact a knowledgeable and experienced estate planning attorney who can guide you through the administration process. Whether you are facing a probate or a trust administration it is essential to keep yourself in contact with someone in the estate planning area immediately. I am Lisa Orrick, and I am a team member of World Strategy Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning death of loved one wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why Wealth Strategies Counsel for estate planning?

You should choose Jeff Matsen of Wealth Strategies Counsel for your estate planning attorney because of his vast experience. He’s been in practice for over 35 years and has a team at Wealth Strategies Counsel with vast experience themselves. He’s also a person, a lawyer, who genuinely cares about your problem and solving it, and implementing the estate plan that’s right for you. I’m Lisa Aldred and I’m a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning who to work with wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Can litigation occur in probate or trust administration?

There are a lot of problems that arise that generate litigation during probate or trust administration. A lot of those problems are because of the drafting errors that were made in the initial estate plan. That's why it's so important that the estate plan be prepared by a competent attorney. Other problems arise because of the fact that there are disagreements amongst the children as to what the parent's intentions are. And even if the intentions are clearly stated, children feel slighted, or heirs from a prior marriage contest and dispute with the second wife. And there is lots of different problems involved with blended families. I'm Jeff Matsen, and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning probate litigation wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is a Domestic Asset Protection Plan?

Domestic asset protection plan is one that is centered either locally here in California or on a national basis within the United States and it constitutes, uh, using liability protected entities and domestic asset protection trust. Not all states have these, the same laws pertaining to the entity protection and the asset protection trust and so you need to make sure that when you set up a domestic asset protection plan it's done in the right venue in the right way with the proper structure. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Council. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why Wealth Strategies Counsel for my asset protection?

One of the interesting things we have when it comes to experience in asset protection is that I've written a lot of articles and I've taught a lot of seminars on asset protection to other lawyers. When you do that you have to know what you are talking about. I've had experience not only locally, but I have clients all over the United States and even internationally. So, we have a lot of experience in different kinds of structures, and we are in a position where because we have the contacts and the networking- we can make things happen and happen right and happen fast. I'm Jeff Matson and I'm the founding and managing partner of Well Strategies Council. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is superior about your approach to asset protection?

The difference between our firm and other firms when it comes to assest protection planning, is that we think of our services as directly tailored to the client. We know when to go off shore, when to stay domestic. We know when to utilize liability protected entities. We know when you can set up a marital planning program that will protect your assests. We know how to structure and follow through. And moreover, we get it done quickly, efficiently and we carry out and implement the techniques to the last detail. I'm Jeff Matsen, and I'm the founding and managing partner of Wealth Strategies Counsel. We help people perserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why estate planning for blended families?

Estate planning is very important when you have a blended family because you have children, normally, from a prior marriage. Those children may not agree necessarily with the new spouse and there can be a lot of conflicts. Also, the new spouse may remarry even and the rights of the children from the prior marriage have to be protected and preserved. I'm Jeff Matson and I'm the founding and managing partner of Wealth Strategies Council. we help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning blended family wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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How can my heirs minimize paying Estate Taxes?

If you have considerable wealths, there are several technics available to reduce or even avoid instate taxes. One of the things you can do is to set up a family limited liability company or family limited partnership and get a minority discount. There are other ways too. There are private annuities, there are grant or retained annuity trusts and there are technics we can set up in your living trust, in and of itself, that will reduce substantially your estate taxes. I'm Jeff Matsen and I'm the foundering and managing partner of Wealth Strategies Council. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning estate taxes wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What do I need to do to properly fund my Living Trust?

In order to properly fund your living trust, you need to retitle your assets into the name of, of the trust. That involves deeds, with respect to real property. It involves instructing your bank to change the names on the account to your trust. It involves the other financial institutions where you might have your stocks or bonds, having them retitle the account into the name of the trust. And it involves making sure your investments are all changed into the name of the trust. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Does a high net worth individual need estate planning?

If you’re a high net-worth individual, I can help you because I understand what your needs and concerns are. I know that you’re worried about estate taxes; you’re worried about passing your assets onto the next generation in an efficient and cost saving manner. I understand the strategies that are involved, in fact, I’ve come up with some of the strategies myself that are involved in making sure that the assets pass to the next generation without incurring estate taxes. I can help you because I’m associated myself with professional advisors that also know and understand these problems. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning high net worth wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is a Living Trust in California?

A living trust is a written agreement between you as the client, as the maker of the trust and you as the client as the trustee of the trust or manager of the trust. And it's kind of like a will substitute, and I like to think of it as your own little, family company that you manage, and upon your death that family company continues on and avoids the probate process because you appoint a successor to take your place to manage the trust and distribute the assets according to your instructions. I'm Jeff Madson and I'm the founding and managing partner of Well Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What's the #1 misconception about probate?

The number one misconception about probate is that people just have a complete lack of understanding of what it is. They get it confused with estate taxes. They think it's the same. They, they usually have a negative attitude towards it, which is probably justified. But they don't understand the process that's involved. They don't realize that forms have to be filed. That a court has to make sure that the is instructions of the testator or the client are carried out. So the number one misconception about a probate is really what is probate. How do I carry it out? And what do I do to get through it? I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation, in the most cost saving and efficient manner possible.

tags: estate planning probate wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Will I still go through probate if I have a living trust?

You don’t need to go through probate if you have a properly funded living trust. Probate is only necessary in the event that there’s assets held outside of your trust, which you did not place title into the name of your trust. Probate then would be necessary using what’s called a pour-over will to get those assets back into your trust. I’m Lisa Aldred and I’m a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is probate like in California?

Probate is the process in California whereby the courts decide who is going to get your assets. The probate process in California is necessary when you do not have a living trust, or when you have assets that are not passing to beneficiaries via joint tenancy or pay-on-death designation. I'm Lisa Alright, and I'm a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning probate wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is a Living Trust in California?

A living trust is an agreement entered into whereby you are controlling the disposition of your assets in the event of your incapacity or your death. A living trust is an important document to have in order to avoid the probate process in California if something were to happen to you. It is also beneficial in situations where a couple is married and they set up a living trust. In the event that one of them passes, you have the ability to shelter assets from future estate taxes. I'm Lisa Allred and I'm a team member of Wealth Strategies Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration, and probate needs.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What are the advantages of going offshore with your assets?

The principle advantages of going offshore with your assets are you would avoid the jurisdiction of the United States courts. You place the assets offshore where the governments are stable and where the financial institutions are stable. You place them offshore and it makes it very difficult, if not impossible, for the United States court system to attach those assets. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect, and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management offshore accounts wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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How do creditors find out about what property I own?

It's easy for creditors in this day of the internet and public disclosure to find out about assests. Moreover if you are involved in a lawsuite creditors can take you deposition under penatly of perjury and force you to disclose what your assests are.So if you haven't planned in providing protection for your assest's the creditors are going to get to them. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel.We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manor as possible.

tags: wealth management creditor inquiries wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Should I have a Domestic Asset Protection Plan?

The best structure for a domestic asset protection plan is generally to use liability protected entities in combination with domestic asset protection trust. I like to think of it as a modular plan, where you have the domestic asset protection trust, of which the client is the beneficiary, and the domestic asset protection trust then owns the member, or partner, interest in the liability protected entity. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Should I consider offshore asset protection?

An individual should consider an offshore asset protection plan when they have a substantial amount of liquid assets that can be placed offshore. And the reason you want to consider going offshore is because it gives you a safe haven that is protected against the jurisdiction of the Unites States courts. There are more favorable laws offshore also, with respect to how a lawsuit is treated and how creditors are treated who try to get to your assets. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management offshore accounts wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why do I need to worry about protecting my assets?

You need to worry about protecting and preserving your assets because we live in a predatory climate. There are creditors now who are attempting to sue and get into the deep pocket of people who are business owners, or professionals, or who own real estate assets. We're in a victim oriented society where people think that they need to be compensated for anything bad that might happen. Therefore, in this situation because of the proliferation of lawsuits, the victim oriented society and the notoriety that some of these cases are given, you need to protect your assets. I'm Jeff Matson and I'm the Founding and Managing Partner of Wealth Strategies Council. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: wealth management wealth preservation wealth management asset protection estate planning tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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What is a Dynasty Trust in California?

A dynasty trust is a trust that you set up now for purposes of transferring your legacy onto the next generations. And what it does is it gives you the ability to structure your estate plan on a generation by generation basis, without the future generations having to pay any estate taxes. It also protects against divorce and creditors among your children and grandchildren. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Councel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning dynasty trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why choose Jeff Matsen for estate planning?

Jeff Matsen: You should choose me as your estate planning attorny because of my background and my experience. Not only as a lawyer, but in life. I've raised a family with my wife successfully myself. I know what your concerns are and I understand how to implement a plan that will meet your needs. I teach other lawyers how to do this. In fact many lawyers hire me to do their estate planning. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Council. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning who to work with wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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If I have a Will, why would I want a Living Trust?

You should have a living trust because you want to be able to avoid probate and pass your assets to your heirs in the most effective manner possible. Moreover, having a living trust helps you to get organized now. You're the one that knows most about what your assets are and where they're located. In the retitleing process that means that you're able to organize and marshall together your assets so your heirs know what you have and what you own. I'm Jeff Matsen and I'm the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost-saving and efficient manner possible.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Why Wealth Strategies Counsel for probate or trust admin?

Wealth strategies counsel is the right firm to hire for probate and trust administration, because of our experience and because of the process we have at carrying out the deceased instructions. We have gone to court many different times. We’ve filed probates, hundreds of them. We’ve handled hundreds of different estate administrations. We’ve made a difference. We’ve saved clients money. We’ve helped them speed up the process. And we have avoided beneficiary contentions. We are the right firm to hire because we are the right people at the right time, doing the right thing. I’m Jeff Matsen and I’m the founding and managing partner of Wealth Strategies Counsel. We help people preserve, protect and transfer their legacy to the next generation in the most cost saving and efficient manner possible.

tags: estate planning who to work with wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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Do I need a will if I have a Living Trust?

You do need a will if you have a living trust. It’s referred to as a pour over [SP] will. In the event that there’s assets inadvertently left out of your trust, a pour over will allows them to pour back into the terms of the trust. A will is also necessary to appoint an executor to act for you in the event that there is a proceeding that does need to be brought before the court. And most importantly, it is necessary if you have children. It allows you to nominate, name a specific individual to act as guardian of your minor child, in the event that something happens to you. I’m Lisa Alred [SP] and I’m a team member of Well Strategies Council. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel

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How do I fund a Living Trust?

In order to properly fund your living trust you have to make sure that your assets that are owned by you in your individual name are changed so that title then reads "into your name as trustee of your trust." That often involves the recording of deeds, the transferring of title to bank accounts, investment accounts, certain brokerage accounts. Sometimes in events where there are specific situations, even life insurance. I'm Lisa Alright and I'm a team member of Wealth Strategies Counsel. I would greatly appreciate the opportunity to assist you with your estate planning, trust administration and probate needs.

tags: estate planning living trust wealth preservation wealth management tax laws probate trust trusts living trust wills powers of attorney annuity trusts family limited partnerships wealth strategies counsel jeffrey matsen jeff matsen lawyer legal law firm california ca orange county irvine newport beach santa ana huntington beach lisa allred

attorney: Wealth Strategies Counsel