What Is Estate Planning

What is Estate Planning

Setting up the Family Legacy

Our comprehensive approach to estate planning ensures we understand our client’s tangible assets, and intangible desires. We pride ourselves in preparing a legacy for families. We help you create an estate plan that will work throughout your lifetime.

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Cottle Keen Lopiccolo & Heyde, LLP
254 S. Glassell Street
Orange, CA 92866

(714) 997-7870
info@cklhlaw.com

 

A Living Trust

A Living Trust is a powerful planning tool that allows you to determine who will inherit your assets, how to pass on your legacy, and make sure your heirs stay out of court. We know the value of understanding our client’s goals as a starting point for each estate plan.

We use our Family Wealth Planning Sessions to learn about each client’s intentions, then create an estate plan that is unique to them.

 

Last Will and Testament

A will allows you to identify the heirs of your estate and to name the executor, who is the person who will administer your will upon your death. Sometimes clients will use a will as the main component of their estate plan when the amount of the assets are low. If the estate assets unexpectedly increase, the estate could be subject to probate, increased costs and delays.

 

Power of Attorney

A Power of Attorney is an essential component of any estate plan. The document names an agent to manage estate assets in the event the principal is incapacitated. While the trustee of a trust has this power over all assets within the trust, the agent under power of attorney will have control and management of those assets outside of trust.

Advance Health Care Directive

A well-drafted estate plan should include an advance health care directive that names individuals who can make health care decisions for you in the event you are unable to.

This document can empower your agent to communicate with your doctors and other health care providers who would otherwise be unable to release any information due to privacy concerns.

This document can also allow you the ability to direct some of your own health care in advance, so that your wishes are observed even if you lack capacity at a later date.

When it comes to your legacy, your assets, and defining your future, you need the experienced estate planning attorneys at Cottle Keen Lopiccolo and Heyde, LLP.

To schedule your Family Wealth Planning Session, please call (714) 997-7870, or click here to contact CKLH by email.

Why Choose CKLH for Your Estate Planning?

At CKLH, we understand the complexities of Estate Planning and the questions you will have. We offer client-focused process that guides you throughout the creation of your Estate Plan.

Here are the benefits of working with us:

  • NO billable hours. This means you always know what the cost is in advance. No surprise bills in the mail.

 

  • Everything we do is aimed at making sure we keep your family out of court and out of conflict.

 

  • When you call with questions there is always someone here to answer your questions. You will be able to talk to a team member here right away and schedule time with one of us if you need to.

 

  • We make sure the plan that you are creating is not just passing on your money but your whole family wealth. Your financial wealth is just a small part of your overall wealth. The vast majority of your assets are the intangible assets.

 

  • In every plan that we do we include a process that is going to ensure that you pass on what really matters. We will interview you and record this interview so that your family has a lasting legacy from you. There is no extra charge for this process. It is part of our estate planning practice.

 

Keep your child’s future in your hands.

Legally naming guardians is the first step to keep your family out of expensive and unnecessary conflict.

 

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Logo for the Kids Protection Plan a must for every mom and dad

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The attorneys at Cottle Keen Lopiccolo & Heyde have the experience to effectively resolve these trust challenges.

To speak with an experienced attorney in Cottle Keen Lopiccolo & Heyde’s trust litigation practice, please call (714) 997-7870, or click here to contact CKLH by email.

Clients Share Their Experiences

  • Our Attorney, Julie did beautifully on our Trust matter. It is a relief to know that our Attorney is available if help even after our matter was complete.

    Patricia
    Trust Client
  • My attorney Dana was professional yet tough when she needed to be. I was extremely satisfied with the results of my case.

    Laurie Brown
    Probate Matter
  • Ms. Lopiccolo listened to me and asked clarifying questions. She and her staff were
    were professional as well as personable, and they put us at ease when dealing with our complicated situation. We were very pleased with our experience.

    Mary
    Trust Matter
  • Dana Heyde’s strategic approach to enforcing my rights as a trust beneficiary led to a successful resolution of my matter. Dana Heyde made it possible for me to obtain my inheritance. It was an emotionally stressful process, but Dana’s kind, informative and thoughtful approach set my mind at ease along the way.

    Ashely
    Trust Litigation Client
  • Dana Heyde listened to my concerns and worked with me to achieve my goals. Dana Heyde has solid knowledge of Estate and Trust issues and I am very pleased with the quality of work performed on my behalf. Cottle Keen Lopiccolo & Heyde, LLP is an honest, ethical, and respected law firm dedicated to serving the community.

    Chris
    Trust & Estate Client