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.
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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.
Located in Anaheim, CA, here at The Law Office of Rebecca Sommer, we are dedicated to providing each of our clients with tailored estate planning strategies and solutions that meet their particular needs. Over the years, we’ve refined our compassionate and comprehensive legal support to serve our clients the best we can.
We help teachers across Orange County prepare for early retirement with the confidence they need. Teachers dedicate their lives to shaping the future of our great state, and we firmly believe their retirement years should be as stress-free as possible as a result.
We understand the unique financial and legal challenges Californians so commonly face, whether managing a pension, securing healthcare benefits, or safeguarding assets for generations to come. If you’re a teacher, we’ll guide you through establishing a living trust, crafting the perfect will, and designating a power of attorney designed to act on your behalf when you need it most. We can also help you with long-term planning and minimizing tax burdens so more of your hard-earned wealth is preserved for your loved ones—just as you wish.
With us, you can not only design a plan for your future but know it’ll be carried out. No matter your needs or situation, we are here to help. Our goal is to bring you a deep sense of peace of mind, knowing your legacy is secure and your loved ones are taken care of well beyond your time on this earth.
Estate planning can be confusing—or even entirely unfamiliar—for many Californians. This is unfortunate since the benefits of estate planning can be so substantial and far-reaching, no matter your specific circumstances.
If you are looking for significant tax advantages while at the same time protecting your assets and ensuring your wishes are honored, a revocable living trust may be what you need. It is an excellent way to maintain control of your property during your lifetime. But this isn’t all. It has the added benefit of streamlining the transfer of your estate to your beneficiaries when the time comes.
A revocable living trust can help you avoid probate entirely while reducing court costs and delays in processing your case. It can also offer you the flexibility that could make all the difference. You’ll be able to make adjustments as your financial or family circumstances change. Properly structuring it may even provide you with tax benefits that can minimize any estate taxes you’d be liable for. This may even have implications on your income tax liabilities.
At our Anaheim, CA-based firm, we focus on creating customized revocable living trusts that align with California laws and your unique goals. Partnering with us means you’ll have one of our attorneys guide you through the entire estate planning process, from selecting a trustee to managing property transfers to understanding the tax implications of a decision you’re weighing up.
Setting up a revocable living trust with The Law Office of Rebecca Sommer means you can leverage this tool to create the future for your loved ones you want.
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.
