Estate Planning Law Services

– PROTECT WHAT IS MOST IMPORTANT TO YOU AND YOUR FAMILY –

When You Ready, our Estate Planning Attorneys are Here to Help You...
Our Estate Planning Attorneys are Here to Help When You are Ready…

Estate Planning Protects Your Loved Ones

When you are ready to get started, our Estate Planning Attorneys are here to assist you through every step of the Estate Plan Development Process.  We offer you expert knowledge and years of experience developing Estate Plans affording you and your family peace of mind and security knowing your desires are accurately and legally documented to be carried out without additional burdens or issues.

Estate Planning Law is often associated with the uncomfortable preparation for one’s passing.

The truth is, making the plan and decisions well before time becomes an issue is the best for everyone involved to make the best of getting through such a situation.

While an unexpected sudden death should be a consideration, the majority of people typically have some type of warnings like an illness or accident presenting unavoidable health issues.

Without a previously established Estate Plan, it may be difficult or even prevent you from making competent decisions for your own care. These decisions can include management of your assets, care for your children, and your own personal health care desires.

 

The Best Time to Start Your Estate Planning is Today!

What is an Estate Plan?

An Estate Plan is a collection of Legal Documents that describe your desired plans when you can no longer communicate them.

This includes how you want your assets, including money and property, distributed and your desires for the care of yourself and your family.

Having an Estate Plan in place before it is needed gives you the peace of mind that any Estate Law and Legal Issues will be far easier for your loved ones to handle during a time of grief.

ills are a Necessary Part of Your Estate Plan

Having a pre-established and valid Will is what is used to direct the state-appointed Probate Court Lawyers to order the asset distribution of any person, who owns property in his or her own name upon death, as the individual indicated they desired within their Will.

In the unfortunate circumstance where there is no Will in place, the court will interject itself by the laws set forth by Intestate Succession for Estate Administration which can be very different from the wishes of the deceased and the members of the immediate family.

It is important to understand that the Probate Process can be a long, time-consuming ordeal that results in high court costs and can be extremely psychologically draining to the family members you will leave behind.

It is also important to remember that with the absence of a Will, complete strangers will have ultimate authority to rule over the distribution of the assets you spent your life building.

Fortunately, for the families who are proactive in drafting a Living Revocable Trust as part of the Estate Plan will be able to avoid most of the unnecessary complications with Probate.

“At Abrate & Olsen Law Group, our Estate Planning Attorneys have our Clients’ Needs as a Personal and Professional Priority. You and Your Family Deserve the Best in the Business and that’s what we deliver…”

Advantages of Having an Estate Plan Attorney

  • Provides the most Cost-Effective Solution to Transfer Property to others as Desired
  • Prevents Loved One’s from the Costly Income and Death Taxes
  • Prevents Expensive and Lengthy Probate Court Legal Processes
  • Affords Emotional Security for You Now and Your Loved Ones Later
  • Ensures Your Heirs and Property is Distributed Accordingly within the Legal System
  • Ensures that Your Health Decision Wishes are Established Before they are Needed

General Estate Planning Law Documents:

With the use of various Wills, Trusts, and other legal documents, many people have been able to successfully distribute their property to their intended beneficiaries while simultaneously limiting their exposure to unnecessary Estate Taxes dramatically minimizing or completely avoiding the time and legal fee costs of Probate Court.

Most Estate Planning activities involve these four Types of Estate Plan Legal Documents:

  • Wills
  • Trusts (Living Revocable Trust, Special Needs Trust, or a customized Trust)
  • Advance Health Care Directive
  • Durable Power of Attorney
Daniel Olsen (faded out on right)

Abrate & Olsen Law Group's Attorney, Daniel L. Olsen has a proven track record with extensive Expertise and Experience providing Comprehensive Estate Planning Legal Services.

You can entrust Your Family's Legacy knowing Daniel will be there for you to help you secure your family's assets and future for the long run.

Call Daniel for a Free Consultation
(916) 550-2688
Your family's legacy matter's to one of Sacramento's trusted Attorneys, Daniel L. Olsen. With a proven track record of quality Estate Planning, he can help secure you and your family's future for the long run. Call (916) 550-2688

5 Benefits of Estate Planning

Proactively developing an Estate Plan has many benefits for you, your family, and loved ones. Our goal is to help guide you through the processes, going through the checklists, answering your questions and helping with the five core areas of Estate Planning for optimal benefits:

1: Avoiding Probate

Avoiding probate by having an established Estate Plan, that includes a living trust and will, is the best-known way to avoid subjecting your family to the great stress and expense that can come with Probate Court.

Dealing with the probate court proceedings can result in a long-drawn-out burden that can come from your unplanned death for up to two years.

2: Reducing Estate Taxes

Meeting with a law firm whose attorneys specialize in Estate Planning and tax laws can help guide your loved ones to a reduction of taxes by transferring your wealth to your heirs.

Many families are shocked to learn that Estate Taxes, Income Taxes, and Transfer Taxes could diminish the value of your estate by as much as half when the estate is not properly planned ahead of time.

This is especially true as the Tax Laws surrounding your estate are constantly in flux and being debated among the lawyers and possibly disgruntled family members.

Although you’ve worked hard to provide for your family, the government can have a drastic impact on how your estate is distributed after your death, if you haven’t planned out your final wishes.

Consulting with an experienced attorney in estate planning is one of the best decisions you can make for your estate. Attorneys Michael Abrate & Daniel Olsen can provide the legal guidance for developing a trust, a vital step in asset protection. Establishing a simple plan to make gifts during your remaining years can help your loved ones save considerable taxes.

3: Specify How Your Assets Are Distributed

A properly developed estate plan allows you to ensure that the assets you have spent your life building will be distributed as you wish. Completing the legal documents included in an estate plan outlines the specific details of how you would like your legacy to be distributed and who you would like it to be distributed to. An estate plan will also protect your spouse or partner, children, and other beneficiaries from loss due to their incapacity or immaturity, and from creditors that may later enter their lives.

4: Planning for Your Future Care and Needs

In the event that you are unable to make decisions surrounding your health care or finances, having a living trust, power of attorney, and advance care directive in place as part of your estate plan safeguards that your future care is carried out in the manner you desire.

5: Affordable Cost

One of the most common questions about estate planning is the cost. Working with a Sacramento estate planning attorney is not only affordable now, but it is also even more cost-effective for your future. Many individuals and families often delay the planning process as they don’t want to consider their final years. This delay can lead to many well-meaning individuals waiting until it is too late.

The truth is, working with an experienced estate planning lawyer is often less stressful and less expensive than a typical visit to your dentist. When you work with the Abrate & Olsen Law Group, we make the process simple for you to complete. You can rest assured that we will guide you through the process step by step.

GET YOUR FREE ESTATE PLANNING CONSULTATION TODAY

“Every Family Member Benefits From Estate Planning”

Taking the initiative to begin the estate planning process is an intelligent and logical process for pro-active individuals and families, no matter the current financial or health situation.

With the assistance of an experienced law firm, the process can be very straightforward and easily done.

Sacramento Estate Planning Lawyers, Michael Abrate and Daniel Olsen, take the time necessary to educate you and your family on the process so you can make informed and sensible decisions.

Probate and Trust Administration

Probate Administration:

Following your passing, the individuals that you have designated in your will must step into action to administer your estate according to the instructions that you provided in your will.

This is known as probate, a court-supervised process for distributing your assets according to specific and detailed requirements of the California Probate Code.

Probate Administration can be complex and confusing for your beneficiaries and loved ones. However, we are here to provide them with experienced counsel to make the process run smoothly. You can rest assured that we will advise them in the important decisions and responsibilities they are required to make. These decisions and responsibilities can include:

  • Preparing Inventories of your property
  • Maintaining detailed financial records
  • Collecting income owed to you
  • Preparing tax returns
  • Signing important documents on your behalf
At the Abrate & Olsen Law Group, we provide your loved ones with straightforward and complete guidance that is sensitive to their grieving process.
Trust Administration

The best strategy to avoid probate is through the use of a Living Trust.

Similar to a will, a living trust is a legal document that details your instructions for the disbursement of your assets after your death.

However, with a Living Trust, you designate a Successor Trustee who takes the place of the probate court. We understand that during this time of grieving, a successor trustee can quickly be overwhelmed with the situation.

Our experienced trust administration attorneys can guide the successor trustee through their various responsibilities.

At the Abrate & Olsen Law Group, we take the time to fully provide for your legal needs by:

  • Removing any uncertainty by answering any questions
  • Give a detailed explanation of trustee responsibilities
  • Fully review and explain the trust document
  • Ensure that deadlines are met
  • Provide estate tax analysis
  • Aid in the gathering of all trust assets
  • Aid in the collection of death benefits
At the Abrate & Olsen Law Group, we provide your loved ones with straightforward and complete guidance that is sensitive to their grieving process.

Common Trusts for Estate Planning

Estate Plan situations change over time with the fluctuation of incomes, family relationships with new children, children becoming adults, and addition or loss of a spouse or partner that would require an Estate Plan Review of the distribution part o all your assets.

There are several Types of Common Trusts or Estate Planning Instruments that can be utilized in your Estate Plan to specifically address Marital Status and Survivor Benefits.

Revocable Living Trust teamed with a Pour-Over Will protects you while you are alive and relieves your heirs and loved ones from the legal issues associated with Probate Court.

For Married Couples, an Estate Planning Lawyer can develop a plan that provides a Revocable Trust that is divided into Survivor’s Trust upon the death of the first spouse.

A Survivor’s Trust is a type of Exemption Trust (also known as a Bypass or B Trust) and also as a Marital Trust (referred to as a QTIP Trust).

Specialized Trusts:  Providing for Minors, Immature Adults, and Special Need Situations

You may have a circumstance where you feel that it would not be in the best interest to leave a beneficiary with a large distribution.

These sensitive beneficiary situations must take into consideration many unique or individual requirements to properly address a special need, a level of immaturity or simply a beneficiary that is simply too young to receive a substantial distribution of your assets at the time.

We can provide Legal Guidance on the various Trusts Options to meet such needs utilizing:

  • Discretionary Trusts
  • Special Needs Trusts
  • Trust for Minors
  • IRA Designated Beneficiary Trust

Custom Individual & Specialized Estate Planning

The attorneys at the Abrate and Olsen Law Group have years of experience navigating estate and probate legal issues in the City of Sacramento and throughout Northern California.

Mike and Dan understand you and your family may have questions about starting an estate plan and their goal is to provide you with the proper personal attention and legal guidance you require to maintain your peace of mind.

Michael Abrate (faded out on right)

One of the most trusted Attorney's in Sacramento, Michael Abrate has helped hundreds of families plan their lives and futures with security and peace of mind of a comprehensive Estate Plan.

You can entrust your Family's Legacy to the Expertise and Experience of Michael G. Abrate as Your Estate Attorney.

Call for a Free Consultation
(916) 550-2688
You can entrust the future of your family's legacy with Estate Planning Attorney Michael G. Abrate. As one of the most trusted attorney's in Sacramento, CA, he's helped hundreds of families plan their lives and futures with security and peace of mind. Call (916) 550-2688
As you can now see, there are many options and strategies for obtaining just the Estate Plan to address all your needs and legal coverages depending on your individual situations which are sometimes complicated with no one size fits all solution.

This is exactly why it is best to consult with the Friendly, Knowledgeable and Experienced Estate Planning Attorneys at the Abrate and Olsen Law Group right here in Sacramento.

We are available to meet with you for a free consultation to explain how these optional Trust and Will Estate Planning Strategies may benefit you and your family.  We are here for you.

Estate Planning Pricing

Our Estate Planning Attorney Services range anywhere from $1,500 – $3,500. We build a carefully crafted plan that’s unique to your situation.

Free Consultation