Benefits of an Estate Plan: Simplicity & Efficiency

Estate Planning Lawyer in Thousand Oaks

An estate plan controls what happens to your assets while you are alive, as well as after you pass away. An estate plan does not consist of one document, but several individual documents that create an overall fully-functioning estate plan. Investment planning is an important feature of the estate planning process. When creating an investment plan, you must consider all present and future expenses, such as funding children's educations, paying for health care, and assisted living to care for elderly parents or for when you get older.

This type of financial preparation often prompts tax planning. You may wish to consider how to reduce or eliminate estate and gift taxes and understand what taxes may need to be paid after you pass. An estate plan also includes asset protection planning, which is beneficial if you are ever sued during your lifetime. When you create an estate plan, you want to protect your family in every possible way, and ensure that your wishes are carried out after you die. A Thousand Oaks estate planning attorney from our firm has the ability to assist clients in creating new estate plans, as well as amending previously constructed plans.

Everyone Benefits from an Estate Plan

People may think that estate plans only benefit the wealthy, but this is far from the truth. Estate planning benefits anyone who has assets, property, or loved ones. Failure to create or update an estate plan can cause a myriad of problems for your loved ones. Dying without a will means that the California probate court will divide your assets and properties according to state law.

If an estate plan is properly created, it can ensure that the individuals you choose to inherit your estate will actually receive it. Depending on the types of trusts you include in your estate plan, you may also leave assets to your favorite charities or religious organization.

Do not delay in creating your estate plan!

Too many people die without an estate plan. It does not matter if you are single or have a family; the benefits of estate planning are still profound. Estate plans can save you, and everyone you love, time, money, and stress. Dying without an estate plan means that your estate and family will be at the mercy of the probate court.

In order to avoid this potentially disastrous situation, please contact an attorney from our firm today.

Our Client Reviews

  • They were attentive to my particular situation through every detail and I feel confident in the final product.

    - Sarah

  • They are the ultimate professionals and attention to detail is a priority.

    - Alan

  • They are extremely professional , well organized and always willing to answer any questions.

    - Michelle

  • Grant made the process clear and straightforward.

    - Arturo

  • They’re incredibly responsive, and the entire team is made up of good people who are enjoyable to work with.

    - Ed

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    - Darren

  • We Highly Recommend Grant To all our Friends and Family. We Feel Blessed to have Found Him!

    - Sally

  • They also did an excellent job at taking into account our goals and wishes.

    - Tim

  • Overall an AAA+ experience!

    - Ronald

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    - Theresa

  • He listened to my needs, answered my questions and ultimately designed a product that suited my needs.

    - Steve

  • Thank you for making a difficult process seem so easy.

    - Linda

  • Overall, we have been very pleased with the services we received and would definitely recommend them to family and friends.

    - Eunice

  • Very knowledgeable and helpful. Wish I could give more stars, but the system won't let me!

    - William

  • If you're looking for someone to help you with wills, trusts and/or estates, the Pederson Law Office is the place to go.

    - Robin

  • Answered all questions and explained all options clearly and patiently.

    - Lisa

  • Their knowledge and attention to detail was impressive.

    - Andrew

  • You and your staff are great. I would refer you anytime.

    - Leanne

  • I cannot recommend this team enough....don't delay....just get it done with this team!!

    - DeLiese

  • Excellent and easy to work with. Very complete.

    - Michael

  • Grant Pederson and wonderful staff recently fully amended and updated our Living Trust and has done an excellent job!

    - Raul

  • Professional, extremely detail oriented, compassionate and trustworthy.

    - Suzanne

  • My wife and I really like the Pederson Law Office. We would recommend them to our family and friends.

    - Maretno

  • They made a sometimes difficult process quite easy.

    - Tom

  • Grant was extremely efficient and helpful preparing my personal and family trusts.

    - Gerry

  • Grant has supported our family and made sure we were well protected.

    - James

  • We can’t say enough great things about this excellent law office.

    - Vicki

  • Grant Pederson is honest, caring and knowledgeable.

    - Fran

  • You will never get the feeling it's "just a job" at this outstanding, longtime Conejo Valley resident law firm.

    - Greg

  • We have been using their services for nearly 15 years without complaint.

    - Wayne

  • We at no time felt rushed or pressured. He returned our completed documents quickly.

    - Robert

  • Grant was very professional and knowledgeable with all of our questions, and over relatively short time, he had redone a Living Trust that we are very happy with.

    - John

  • He was very personable, professional and knowledgeable, and walked us through the whole process.

    - G.C.

  • Grant Pederson goes above and beyond to make sure your needs are met!

    - D.S.

  • The experience of creating a living trust was excellent with Grant.

    - T.L.

  • We highly recommend Grant and his team for your family's trust needs.

    - D.A.

  • I would not hesitate to recommend them to anyone needing the type of services they provide.

    - Anonymous

  • We are glad to have completed the initial planning for what we hope will be an enduring family legacy.

    - Trevor and Karlee

  • We are relieved to know that we have someone there to help us make the right choices for us and our family.

    - C.M.

  • When I let Grant know that I had travel plans, he accelerated work on some documents I wanted to be changed so that they could be ready before I left.

    - Michael

  • He was sympathetic to my concerns and made a difficult situation tolerable. I found Grant to be personable as well as knowledgeable and trustworthy and would definitely recommend him.

    - Anita

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