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Preston Estate Planning, APLC

WE FIX TRUSTS®

800-698-6918

 * Home
 * About Us
   * Life Plan Member Login
 * Services
   * Life Planning
     * Create
     * Maintain
     * Administer
   * Trusts
   * Asset Protection
   * Disabilities
   * Emergency Documents
   * Estate Administration
   * Federal Estate Tax vs. The Capital Gains Tax
   * Retirement Trusts
 * Resources
 * Webinars
 * Contact Us

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Do You Have a Life Plan? Or a Death Plan?


Do You Have a Life Plan?

Or a Death Plan?

Attend a Free Webinar



MOST ESTATE PLANS FOCUS ON AVOIDING PROBATE, BUT THEY DON’T ADDRESS TAX
REDUCTION, ASSET PROTECTION, AND DISABILITY PLANNING. MOST TRUST DOCUMENTS ARE
THE SAME… NOT OURS.

We have practiced exclusively in estate planning for nearly forty years. During
that time, we have reviewed over 11,000 trusts from other attorneys throughout
California. The most common problem we discovered with those trusts is that they
were primarily designed to avoid probate. However, when probate is the main
focus of the estate plan, the door is left open for other problems.  For
example, we have seen trusts that avoid a 5% probate fee but trigger a 40% tax.
We have seen trusts that avoid probate court, but later the beneficiary ends up
in divorce court losing half of their inheritance. We have seen people create a
trust (thinking all was done) and then later get dementia, which required their
children to go through a costly court process to gain access to the trust
assets.  A Death Plan does not properly address Tax Reduction, Asset Protection,
and Disability Planning.  It was primarily designed to avoid one problem –
probate.  At Preston Estate Planning, we believe the industry standard Death
Plan is not sufficient. We developed the Life Plan, which incorporates eight
features that protect your assets:

 * Disability Panel
 * Silent Partner Co-Trustee
 * Medical Emergency Card
 * Asset Protection Inheritance Trust

 * Capital Gains Election
 * Re-Marriage Protection
 * Retirement Trust
 * 28-point Maintenance Membership Program

Click Here to Learn More About How These Features Can Help You


ATTEND A FREE WEBINAR

Join us for our upcoming webinar and discover what problems may be lurking in
your trust

Register Now

FREE REPORT: “THE DIFFERENCE BETWEEN A LIFE PLAN AND A DEATH PLAN.”

Make sure you and your loved ones are prepared. Download «The difference between
a Life Plan and a Death Plan.

Get a brochure

WATCH NOW: HOW TO PROPERLY FUND YOUR TRUST

If your trust is not properly funded, it is worthless. Get a free video «How To
Properly Fund Your Trust» today.

Watch now
PreviousNext



ATTEND A FREE WEBINAR

Join us for our upcoming webinar and discover what problems may be lurking in
your trust

Register Now

FREE REPORT: “THE DIFFERENCE BETWEEN A LIFE PLAN AND A DEATH PLAN.”

Make sure you and your loved ones are prepared. Download «The difference between
a Life Plan and a Death Plan.

Get a brochure

WATCH NOW: HOW TO PROPERLY FUND YOUR TRUST

If your trust is not properly funded, it is worthless. Get a free video «How To
Properly Fund Your Trust» today.

Watch Now!


THE INHERITANCE TRUST



After you pass away and your children receive their inheritance, in most trusts
those assets are exposed to your child’s potential divorce, lawsuit, and
creditors.  Which means the assets you intended to leave for your son or
daughter could end up with their soon-to-be ex-spouse. 

Even worse, when a child dies, the assets could end up in the hands of their
surviving spouse, essentially disinheriting your grandchildren.  These problems
can be avoided by including an Inheritance Trust for your beneficiaries, which
shields the inherited assets for the lifetime of your children and
grandchildren.

Learn More

WHAT OUR CLIENTS
ARE SAYING ABOUT US



"John is just the ultimate professional and when I hear him speak, I feel my
father's estate is in good hands. To me, having a qualified estate planning
group is of the utmost importance."

David Nerhood
Preston Estate Planning Client
 

"I highly recommend Preston Estate Planning to anyone wanting estate planning
assistance. The cost of preparing legal documents for our estate needs is so
very worthwhile and gives me peace of mind that my legal matters are organized
for me and (...)

Vicki Wilson
Preston Estate Planning Client
 

"We've both been working with Preston since 1998 and he's done fabulous work for
us and we love the seminars and the brochures that he sends us and his
availability."

Carolyn Shields
Preston Estate Planning Client
 

"He's not just playing a role. I feel comfortable with him. He is compassionate.
He explains things to people in terms that they can understand and grasp the
idea. And the clients that I brought to him have stayed with him over the 17
years."

Lola Weisgerber
Preston Estate Planning Client
 

"John is just the ultimate professional and when I hear him speak, I feel my
father's estate is in good hands. To me, having a qualified estate planning
group is of the utmost importance."

David Nerhood
Preston Estate Planning Client
 

"I highly recommend Preston Estate Planning to anyone wanting estate planning
assistance. The cost of preparing legal documents for our estate needs is so
very worthwhile and gives me peace of mind that my legal matters are organized
for me and (...)

Vicki Wilson
Preston Estate Planning Client
 
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THE CAPITAL GAINS ELECTION

At death, there are two taxes that are at issue, the Federal Estate Tax and the
Capital Gains Tax. Most trusts are drafted to avoid only one of these two taxes.
However, avoiding one tax triggers exposure to the other tax. Obviously, the
goal is to avoid the tax that will trigger the highest expense to the estate.

The problem is you don’t know which is the higher tax until the first trustor
passes away. If the trust is drafted to avoid one of the two taxes, you’re
gambling with your assets. Rather than take that risk, we recommend you include
a capital gains election in your trust. This allows the trustee to postpone the
decision on which tax to avoid until you have all the facts.  It’s like placing
your bet on a sports game after the game has ended.

Learn More


HOW CAN WE HELP YOU?

CREATE

We help you create an estate plan you can trust with a level of protection you
deserve

MAINTAIN

Life changes and so does the law. Have confidence knowing that through the years
your plan will stay current

ADMINISTER

Count on us to guide your trustee in carrying out your wishes and making sure
things go smooth after you’re gone

PreviousNext



See More

CREATE

We help you create an estate plan you can trust with a level of protection you
deserve

MAINTAIN

Life changes and so does the law. Have confidence knowing that through the years
your plan will stay current

ADMINISTER

Count on us to guide your trustee in carrying out your wishes and making sure
things go smooth after you’re gone


THE SILENT PARTNER TRUSTEE



Temporary incapacity (such as a stroke or an illness) can unexpectedly strike at
any time.  Simply having a successor trustee alone does not properly address
this problem. 

In order to protect yourself and your assets, your estate plan should include a
Silent Partner Trustee.  This is like having a co-pilot with you in the cockpit
to ensure that you always have someone to rely on when the unexpected occurs.

Learn More

Call Us Today!

800-698-6918




THE DISABILITY PANEL



Choosing a successor trustee to handle your finances is an important decision. 
However, more important than “who” will take over, is “how” the transition from
you as trustee to your successor trustee will occur.  This is especially true if
you become incapacitated.  Establishing that a trustee is incapacitated can be a
challenge, both legally and practically. Your trust should have an efficient
method of establishing incapacity.

Unfortunately, most trusts use an outdated process to establish incapacity.  If
your trust contains this outdated method, your successor trustee may be
prohibited from taking over as trustee at this most critical time. Including a
Disability Panel can solve this problem and provide a smooth transition from you
to your successor trustee.

Learn More


JOIN US FOR OUR FREE WEBINAR AND DISCOVER THOSE AREAS IN YOUR TRUST THAT COULD
LEAD TO SERIOUS PROBLEMS

Register Today!


THE MEDICAL EMERGENCY CARD



The two most important estate planning documents you need during a medical
emergency are usually not available.  This should not come as a surprise as
nobody knows when an emergency will occur.  This means that when you end up in
the hospital, your loved ones will not have access to your medical information
and your attending physician will not know what your wishes are. 

A Medical Emergency Card provides a simple and effective way to ensure that you
always have these two important health care documents with you no matter where
you are or when the emergency occurs.

Learn More


WE FIX TRUSTS®

PRESTON ESTATE PLANNING, A.P.L.C.

Locations Throughout California

800-698-6918

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