WATERMAN, SICHON & CARAVETTA LLP

Estate Planning

Estate planning in Orange County involves much more than simply drafting a will. The primary purpose of an Estate Plan is to help you examine your financial needs and assets in order to pass your wealth on to your heirs, without court assistance, efficiently and privately. A good estate plan provides guidance for your loved ones under a variety of circumstances, including those in which you are no longer able to make decisions for yourself. Your estate plan should always include plans for the disposition of all your personal and real property, and any family owned businesses. Waterman, Sichon & Caravetta, LLP is a Law Firm that provides a complete range of estate planning services. Our attorneys will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property, and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client. Our basic estate plans include the following items:

Revocable Living Trust
Pour Over Will
Power of Attorney for Asset Management
Advance Care Directive
Abstract of Trust
Funding of Trust through Grant Deeds

You can also implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or make charitable gifts. The following are trusts that the legal team at Waterman, Sichon & Caravetta, LLP can help you prepare:

Marital Deduction Trusts
Married Qualified Terminal Interest Trusts
Special Needs Trusts for Disable Beneficiaries
Charitable Leads or Remainder Trusts
Grantor Retained Annuity Trust

The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones. As events and time change your life, we will work with you to restructure your plan to fit your changing needs. A good estate plan is a flexible, "living" document that may dramatically change with important life events, such as having children, divorcing, marrying, or retiring. A good estate planning lawyer will ensure that your estate plan accurately reflects your changing life.

Call the estate planning attorneys at Waterman, Sichon & Caravetta today at (714) 508-7015, or send an e-mail to d.sichon@wsclaw.com, and we will contact you to set up a free initial consultation.



		Estate Planning Estate planning in Orange County involves much more than simply drafting a will. The primary purpose of an Estate Plan is to help you examine your financial needs and assets in order to pass your wealth on to your heirs, without court assistance, efficiently and privately. A good estate plan provides guidance for your loved ones under a variety of circumstances, including those in which you are no longer able to make decisions for yourself. Your estate plan should always include plans for the disposition of all your personal and real property, and any family owned businesses. Waterman, Sichon & Caravetta, LLP is a Law Firm that provides a complete range of estate planning services. Our attorneys will work with you to develop and implement an estate plan specifically designed for you, your family, your business, your property, and your wishes. We use every legal tool at our disposal, along with our extensive real-world experience, to develop personalized estate plans for every client. Our basic estate plans include the following items: Revocable Living Trust Pour Over Will Power of Attorney for Asset Management Advance Care Directive Abstract of Trust Funding of Trust through Grant Deeds You can also implement different types of trusts to maximize federal estate tax savings, to provide for beneficiaries with special needs, or make charitable gifts. The following are trusts that the legal team at Waterman, Sichon & Caravetta, LLP can help you prepare: Marital Deduction Trusts Married Qualified Terminal Interest Trusts Special Needs Trusts for Disable Beneficiaries Charitable Leads or Remainder Trusts Grantor Retained Annuity Trust The proper combination of these tools will document your wishes, protect your estate from over-taxation and government interference, and provide for your loved ones. As events and time change your life, we will work with you to restructure your plan to fit your changing needs. A good estate plan is a flexible, "living" document that may dramatically change with important life events, such as having children, divorcing, marrying, or retiring. A good estate planning lawyer will ensure that your estate plan accurately reflects your changing life. Call the estate planning attorneys at Waterman, Sichon & Caravetta today at (714) 508-7015, or send an e-mail to d.sichon@wsclaw.com, and we will contact you to set up a free initial consultation.

© 2008 Waterman, Sichon & Caravetta LLP This website has been prepared by WATERMAN, SICHON & CARAVETTA LLP for informational purposes only and does not constitute advertising, a solicitation, or legal advice. Transmission of the information contained herein is not intended to create, and receipt thereof does not constitute formation of, an attorney-client relationship. Readers should not rely upon this information for any purpose without seeking legal advice from a licensed attorney. The information contained in this website is provided only as general information which may or may not reflect the most current legal developments; accordingly, information in this website is not promised or guaranteed to be correct or complete. WATERMAN, SICHON & CARAVETTA LLP expressly disclaims all liability in respect to actions taken or not taken based on any or all the contents of this website.