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
JM Preston and team couldn’t be more knowledgeable , they should be commended for their professionalism and efficiency, we have learned so much and are very thankful that the trust is now complete , we had so many questions and I know we were driving them crazy but they were so very patient and thorough, my family and I highly recommend this company for all your estate planning needs, you won’t find better!
My first experience with John Preston probably in the early 80's was listening to John being interviewed on Money Talk by Bill Holland as to why a trust is a good choice to past your assets on after you are gone our family has had several trusts drew up by Preston Estate Planning and two separate trusts 25 years apart when family members passed away went very smoothly to close out the trusts I would recommend using Preston Estate Planning to draw up your trust because Trust in your attorney is the most important thing in setting up your trust
Very professional and knowledgeable
The monthly video presentation is very informative and convenient.
The seminars are informative and customer service excellent.
Their staff is extremely knowledgeable and helpful in protecting one's assets from all the little things that can unexpectedly occur.
The folks at Preston have provided so much information and help with understanding the possible pitfalls one can fall into and offering solutions to avoid those pitfalls.
JM Preston Estate Planning is a professional group that has been helping us establish a new and updated Trust and Life Plan.
I especially like their monthly video conferences that let me stay up-to-date with changes in the laws.
Preston Estate has created a living trust that allows me to protect my son with disabilites and my financial economic for the generational purpose of years to come and not go outside to the inlaws.
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