Estate planning is the creation of a definite plan for managing your wealth while you're alive and distributing it after your death. These assets may be owned by you separately or jointly with others. Estate planning is the preservation and the distribution of your assets, both during your life and upon your death.
It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern. When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects.
It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern. When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects.
Services
The Litherland, Kennedy & Associates, APC, Attorneys at Law focuses on Estate and Business Planning, Living Trusts, Trust Administration, Long-Term Care & Medi-Cal Planning. We counsel clients on the unique legal issues relating to advancing age. Whenever possible, we prefer to help clients plan for the future, avoid probate, minimize taxes and solidify their legacy.
Our firm is dedicated to providing you with quality estate planning resources so you can become familiar with all of the existing options. When you visit or call Litherland, Kennedy & Associates, APC, Attorneys at Law, we want you to feel comfortable discussing such an important issue concerning both you and your family.
Justin M. Kennedy has an undergraduate degree in Political Science and History from the University of California - San Diego. He earned his Juris Doctor degree, with a Tax Concentration, from the University of Pacific McGeorge School of Law. Justin received the Witkin Award for Academic Excellence in Federal Estate and Gift Tax and is a member of the McGeorge School of Law Honor Society.
Thank you for helping Litherland, Kennedy & Associates, APC, Attorneys at Law make a difference in our local community by donating to our One Warm Coat drive. We are thankful and excited to have exceeded our goal of collecting 50 coats. Special thanks to Realtor Kelsey Lane for sharing the information about our drive with her clients.
When it comes to wealth, the steps you take to protect your assets are every bit as important as the work that went into building that nest egg in the first place. And yet many Americans continue to do very little to ensure that they have the asset protection they need. That lack of attention can place their wealth at risk from threats that only seem to grow in number with each passing year.
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