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ESTATE PLANNING

When considering estate planning, finding a trustworthy partner to help coordinate the entire process is paramount. For over 40 years, we have maintained paramount service to every client we represent. At Maxey | Kaminski, we are committed to our clients. Singular attention and dedication of every client’s case has been fundamental to our proven success. With our extensive background in tax law we intimately understand and work hard to reduce your exposure to excessive taxation.

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Why You Should Create an Estate Plan

  • Avoid the costs and burden of probate
  • Maintain control over your assets and their distribution
  • Reduce tax burden
  • Help your heirs plan for their future
  • Limit the stress of your loved ones after your passing

Estate Planning Services from Maxey | Kaminski

Living Trusts

The attorneys at Maxey | Kaminski can discuss with you the process of establishing a living trust, and the advantages that a living trust may provide for your beneficiaries when you pass away.

Those who have relocated to California should have a previously-established living trust reviewed and modified. Our attorneys can also help with amendments to your living trust. In addition, it is beneficial to thoroughly review a living rust that has not been reviewed for a lengthy period of time.

The team at Maxey | Kaminski can additionally assist in funding the living trust to assure that the assets you have, or acquire later, are duly transferred to the living trust.

Wills

It is paramount to have a will to ensure the proper distribution of the estate at the time of death. The attorneys at Maxey | Kaminski can help you draft and design a simple or comprehensive estate plan. We will assess your situation and advise if a will or other estate planning tools would be ideal for you.

Advance Health Care Directives

A health care directive is important in order to make clear your wishes of treatment provided to you to sustain and prolong your life in the event of an incapacitating illness or injury. Without a health care directive, the court makes these decisions on your behalf, even if you think your spouse and knows your wishes.

Durable Powers of Attorney

Powers of Attorney are beneficial in situations when incapacity or distance prevent you from taking care of legal and financial matters. They can also assist with transferring after-acquired property into an established living trust. The attorneys at Maxey | Kaminski can discuss with you what circumstances would require a Power of Attorney.

Probate

What is Probate?

When a deceased person lacks a legal will or the validity of a will is in question, their estate is put in probate. Probate is a way of proving the validity of a will via the judicial system. It can be a complicated and frustrating process and all too often, the result of not carefully undertaking the estate planning process.

How Much Does Probate Cost?

the state of California, probate fees are determined as a percentage of the estate’s value. You can calculate the cost of probate using our probate calculator.

How Maxey | Kaminski Can Help

The attorneys at Maxey | Kaminski have extensive experience advising executors, administrators, and trustees. We will not only guide you through every step of the complex procedures and requirements of the administration efficiently, but also provide patience, compassion and a listening ear. We will provide you with detailed advice, so you can administer your loved one’s estate as efficiently as possible.

Learn more about our Trust Administration & Probate Services here.

Trust Administration

What is Trust Administration?

Trust administration begins upon the death of the settlor of a trust. The trustee must undertake the process of setting up an administrative trust, notifying beneficiaries, settling debts, paying state and federal taxes and more. It is often complicated even for those experienced with the process.

How Maxey | Kaminski Can Help

We work to help ensure the trust administration process goes smoothly as possible to limit your burden during the stressful period after the passing of a loved one.

Learn more about our Trust Administration & Probate Services here.

Estate Administration

Similar to trust administration, our estate administration services help you navigate the complexities of settling an estate. Most people have never experienced handling an estate and the scope of tasks involved can be overwhelming. We work with you to make these matters as straightforward as possible.

Estate Planning Packages

Oftentimes an estate plan includes several of the services outlined above. Maxey | Kaminski offers packaged services to help combine all the necessary items for your estate plan. Contact us today to find one that is right for you.

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