When you’re trying to make plans for your future, your estate, and your family, you may be unsure of where to start. What documents do you need, and how can you ensure your estate is passed on securely and with minimal taxation?
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For nearly 10 years, attorney Rebecca Sommer has been practicing law and has experience in both litigation and counseling. In her current practice, she helps professionals and families in Anaheim, California, and beyond prepare for the future, navigate the complexities of estate law, and preserve their wealth for future generations.
Whether you have a few simple cherished possessions you’d like to pass on or a complex estate and elaborate plans for your assets, attorney Rebecca Sommer can help you draft the correct documents, establish power of attorney, protect what’s yours, and help secure your estate against excessive taxes.
Trusts are legal arrangements that allow a portion of your assets to be designated and held for a certain purpose and are managed by either yourself or a third party. Trusts hold assets which can be used for a variety of purposes, such as charitable contributions, a grandchild’s future education, or allowing a surviving spouse to benefit from wealth after you’ve passed on.
A revocable living trust allows you to establish, amend, and even revoke a trust during your lifetime. Trusts in this category typically remain within your control and can still help loved ones avoid probate after your passing. Attorney Rebecca Sommer can work closely with you to ensure that your revocable living trust is drafted, maintained, and tailored to your wishes.
"Some of the biggest benefits of a trust for California residents include avoiding probate, ensuring someone can step in to manage your assets if you become incapacitated, and ensuring your assets are handled the way you want."
The whole process was easy to understand and Rebecca made everything smooth. As someone who is easily overwhelmed...— Client Testimonial
Attorney Rebecca Sommer works closely with a variety of seasoned tax experts to help you get the most out of estate planning. You’ve worked hard for your assets and don’t want to see them taxed beyond reason.
Let a dedicated and caring estate planning attorney help you defend your assets from over-taxation in California, utilize trusts wisely to protect wealth, and ensure your beneficiaries receive everything they’re entitled to.
Are you in need of specific estate advice, or do you have unique questions or concerns? Rebecca Sommer prides herself on a personable, conscientious approach to her client’s estate needs: get the astute and meaningful estate help you need and deserve without going over your family’s budget.
Estate planning is about Protecting Your Wishes and Your Loved Ones! It starts with YOU. Let’s discuss your needs.
Inside the Slaten Wealth office suite
501 N Brookhurst Street, Suite 318a
Anaheim, CA 92801
Phone: (657) 210-3722
Hours available upon request