Trust & Wills

WALNUT CREEK WILLS AND TRUSTS ATTORNEYS

Concord Estate Planning Lawyers

Wills and trusts are estate planning documents used to determine how your property will be distributed to your heirs and beneficiaries when you die. If you die without a will or trust, the state of California will decide who will receive your property, which may not be what you intended. For example, according to California’s laws of intestate succession, minor children receive their entire inheritance as soon as they reach 18, which may not be advisable for your family.

At the Law Offices of Andersson & Andersson in Walnut Creek, California, we bring more than 40 years of combined experience in drafting wills and trusts to accomplish your goals. We represent individuals and families throughout the San Francisco Bay Area and northern California.

Do I Need a Will or Trust?

For a young family without significant assets, a will may be all you need to distribute your assets and name a guardian for minor children. A revocable trust is a more powerful and flexible document that can be used to manage your assets while you are alive and for your trustee to manage after your death. Assets held in a trust can be distributed directly to heirs and do not have to go through probate. A trust also provides your family with greater privacy in your financial affairs, as wills must go through the California probate process, making them public documents.

Trusts and wills can do much more than determine who will receive your assets. They can also determine when and how beneficiaries will receive those assets. You can leave a trustee in charge of decision making until a young beneficiary matures. A trust can also be used to protect beneficiary’s assets in the event of a future divorce.

Our attorneys will take the time to listen to you, identify your needs, and suggest options and alternatives to achieve your goals. We will discuss the people you want to be in charge of your estate plan after you die: the trustee of your trust, the executor of your will, and the guardian for your minor children.

Irrevocable trusts can protect your assets and reduce taxes. Learn more about irrevocable trusts to accomplish specific goals.

For More Information

A will or trust that minimizes potential disputes is the best gift you can leave your family and heirs. For more information or to set up an appointment with our Walnut Creek wills and trusts attorneys, call 925-935-1050 or fill out the contact form on this website.