Rancho Cordova Estate Planning Attorney Support

Mr. David Morris and his Rancho Cordova estate planning attorneys draw on years of experience and deep knowledge in formulating effective estate planning solutions for clients.  From simple wills to sophisticated wealth transfer plans they are trusted partners delivering the most advantageous estate plans possible.

Rancho Cordova clients know we will find the right financial structure for every situation.  Whether that requires creating a simple will or comprehensive estate vehicles that deliver innovative solutions for you.  After evaluating their goals, we have assisted clients with:

Succession Planning And Legacy Giving

Like many parents, you might be concerned about how to transfer financial resources to your children and charities safely through low-tax and tax-free wealth transfer options.  Morris Law Group is adept at devising multi-generational asset transfers that maintain the integrity of your wealth and your values.  For example, the Dynasty Trust allows you to provide successive generations with tax-free access to your financial resources and protect assets from creditors.  Private Foundations in the form of nonprofits or trusts also let you further your philanthropic efforts with individuals or charitable entities.

No-Cost Initial Consultation and Plan Review!(916) 789-9810

Asset Protection for Spouses

With the right steps spouses can safeguard their wealth.  Many spouses open joint bank accounts but a Totten Trust is a type of Revocable Trust, meaning the creator can change it later.  It is a safer means of passing wealth to a spouse because it specifically identifies them as the beneficiary.  The Spousal Credit Shelter Trust and AB Trust are options with even greater tax and transfer benefits.

Tax-Friendly Donations

Charitable Lead Trusts and Charitable Remainder Trusts allow you to support charities and, either immediately or in the future, direct financial support to family from the same funds.  If you would like greater say in how the funds are distributed, a Donor-Advised Fund gives you immediate tax benefits and the power to identify grant opportunities.

Avoid Probate

Fortunately, avoiding probate is relatively easy with the right steps.  Most estate planning instruments inherently protect against extended probate by clearly stating the person’s intentions.  It is important to be certain your estate plan is sufficient to fulfill your vision.  Let a Morris Law Group estate planning attorney in Rancho Cordova guarantee your wishes are followed.

Protect Privacy and Autonomy

The greatest risk to your privacy exists when you lack a will.  Should you become mentally incapacitated, your family would lack the legal grounds to determine your course of care—that responsibility would fall to the court system, as would allocation of your assets.  The court’s determinations become public record, leaving your private affairs open to public scrutiny.

Protect yourself and your loved ones.  If you fail to establish plans for your estate, your loved ones could be left without financial support.  Absent a will or other vehicle, your estate will be subject to California’s probate process.  Your spouse, children and other potential beneficiaries will lack legal recourse.  If only children remain, they could become wards of the state.

No-Cost Initial Consultation and Plan Review!(916) 789-9810

Benefits Of Working With An Estate Planning Attorney At Morris Law Group In Rancho Cordova

As a client of Mr. David R. Morris, you’ll benefit from his rare distinction as a certified Estates, Trusts and Probate Attorney in the State of California.  He will navigate the often confusing landscape of estate planning for you to identify an estate plan that fulfills all of your needs.  Rancho Cordova clients count on him for reliable counsel:

• Completely avoid probate
• Guarantee your full privacy
• Protect your spouse and children from intestacy
• Ensure continuity of support for charities
• Reduce or eliminate estate taxes
• Safeguard the integrity of your values
• Confirm total compliance with trust and tax laws

Rancho Cordova

Rancho Cordova is a city in Sacramento County, California, USA, that incorporated in 2003. It is part of the Sacramento Metropolitan Area. Rancho Cordova is bordered by the communities of Gold River and Fair Oaks to the north, Carmichael, Arden-Arcade, and Rosemont to the west. Rancho Cordova is also bordered by Mather Air Field, a military base in the Sacramento Area.

Rancho Cordova is the Sacramento area’s largest employment sub-center, with a daily influx of over 55,000 commuting employees. Rancho Cordova is well known for having some Fortune 500 companies with large work centers, as well as being a great place for smaller businesses to thrive due to the strengthened community and well funded projects.