Preston Estate Planning
We have practiced exclusively in estate planning for nearly forty years. During that time, we have reviewed over 11,000 trusts from other attorneys throughout California. The most common problem we discovered with those trusts is that they were primarily designed to avoid probate. However, when probate is the main focus of the estate plan, the door is left open for other problems. For example, we have seen trusts that avoid a 5% probate fee but trigger a 40% tax. We have seen trusts that avoid probate court, but later the beneficiary ends up in divorce court losing half of their inheritance. We have seen people create a trust (thinking all was done) and then later get dementia, which required their children to go through a costly court process to gain access to the trust assets. A...
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We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Life Planning
- Trusts
- Asset Protection
- Disabilities
- Emergency Documents
- Estate Administration
- Federal Estate Tax vs. the Capital Gains Tax
- Retirement Trusts
Sentiment Analysis
I like that they have regular zoom sessions to answer questions and update clients.
Very professional and extremely customer service orientated they did an awesome job with my Living Trust
The whole process was very easy and they answered every question we had.
They even have a once a month question and answer online meeting where they answer any question we might have.
I can feel the passion and endeavors to the excellency into their long-time professional service from their personal phone calls, detailed step-by-step documents, webinars, and news letters.
I've researched other attorneys, and I'm very pleased with their quick turnaround.
Answered all my questions and made things easy.
My experience with the Preston Firm has been completely satisfying in every way.
I am a very satisfied customer with them and I'm sure when I'm gone my family will get professional service from Preston Estate Planning.
I was very pleased with the way he explained everything and the valuable knowledge he had and provided me.
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