Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com

1. Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com Robert graduated from the University of Southern California with a Bachelor of Arts degree in 1993. He graduated from University of Southern California School of Law in 1999. While at USC Law School, he earned 3 consecutive full-tuition scholarships. He was admitted to the California State Bar in 1999 and is also admitted to practice before the United States District Court for the Central District of California and the Ninth Circuit Court of Appeals.

2. Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com By design, we practice solely in the following areas: Estate Planning Estate Administration Long Term Care Planning/Medical-Medicaid Planning Business Planning Business Incorporation Incorporations- LLC Formation Business Planning

3. Providing for Incapacity If you want a loved one to be able to immediately take over for you, it’s essential that you work with a knowledgeable lawyer to create the proper legal documents to designate a person, or persons, that you trust so they will have the legal authority to withdraw money from your accounts, pay your bills, handle distributions from your IRAs, sell stocks, and manage your property. Many people are under the mistaken impression that a simple Will can effectively protect you in the event that you become incapacitated, but the truth is that a Will has no effect until after a person dies. Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com If you become incapacitated, you won’t be able to manage your financial affairs. Many people mistakenly think that their spouse or adult children can simply take over for them if they can no longer act for themselves. The truth, however, is that for someone else to manage your finances, they must petition a court to declare you legally incompetent. This court process can be lengthy, costly and stressful. Even if the court appoints the person you would have chosen, the individual may have to come back to the court every year and hire an accountant to show how he or she is spending and investing all of your finances.

4. Your estate plan should reflect your wishes regarding who you want to be responsible for the upbringing of your children if something were to happen to you. If you are married, you may want to create a plan that allows your surviving spouse to spend more time with your children if you are no longer there. You may want to create a plan that allows your spouse to take care of your children without having to worry about working, keeping the home you have built or other financial obligations. You may also want to put into place reliable resources for your spouse, if you believe they lack the experience or ability to handle financial and legal matters. Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com Providing for Minor Children

5. Top Rated Strategic Estate Planner in Riverside – lopezlawoffice.com Your estate plan should take into account any wish you have to benefit a charitable organization or cause. With proper planning, your estate plan can be structured to provide generous support for such organizations in a variety of ways, either during your lifetime or at your death, as you see fit. Depending on how your planned giving is set up, you may also set up your gift in a manner so as to receive a stream of income for life, earn higher investment yield, or reduce your capital gains or estate taxes. Charitable Bequests – Planned Giving

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