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?
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.
Making plans for your wealth is about more than simply signing on a line; a strong plan for your future involves a meaningful partnership with an attorney you can trust. Your planning needs may require a will, a trust, power of attorney, or other tailored arrangements.
Let estate planning lawyer Rebecca Sommer help you and your family review your options and craft detailed, meaningful estate solutions that work for you.
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.
Some of the biggest benefits of a trust for California residents include avoiding probate (the court process that handles all of the stuff you’ve left behind if you have a will instead of a trust or didn’t plan at all), ensuring someone can step in to manage your assets if you become incapacitated so they don’t have to go to court for a conservatorship, and ensuring your assets are handled the way you want.
With a background in financial planning, estate planning lawyer Rebecca Sommer is prepared to help you understand and carefully draft a variety of trusts, including:
The whole process was easy to understand and Rebecca made everything smooth. As someone who is easily overwhelmed...
Estate planning is about Protecting Your Wishes and Your Loved Ones! It starts with YOU.
Costly Estate Planning Mistakes: & How to Avoid Them.
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 and specifications and your loved ones’ needs.
Rebecca Sommer : Helping You Protect What Matters Most
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.
Address:
Inside the Slaten Wealth office suite, 501 N Brookhurst Street, Suite 318a,
Anaheim, CA 92801
Phone:
(657) 571-1241
Office Hours:
Thursday (10am - 2:30pm; 6pm-8:30pm)
Friday (10am - 2:30pm)
Saturday (9am - 11:30am)
Additional Hours Available Upon Request
Rebecca Sommer has worked closely with active and retired teachers in and around Anaheim, California. Her focus on careful planning, tailored legal counsel, and putting her client’s needs first has earned her a unique place of trust among Orange County educators.
Ms. Sommer is pleased and honored to have helped numerous public and private school teachers just like you plan how to best pass on wealth to children, causes, friends, and family.
Have questions about estate planning, trusts, wills, or taxation in Anaheim, California? Let caring, thorough, and hard-working estate planning lawyer Rebecca Sommer help you and your family plan for the future, protect what’s yours, and make the most of your hard-earned assets.
