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Location
Law Offices of Sue C. Swisher
(909) 843-6490
email: swisher@wtelaw.com / Text: (626) 262-2465
20955 Pathfinder Road, #100, Diamond Bar, CA 91765
Estate Planning
In the area of estate planning, we assist clients in effective ways to avoid probate when they pass away. A potential client receives a free telephone or in-person consultation to discuss their estate planning needs. Depending on the needs, we would recommend a living trust, will, power of attorney, or other probate avoidance method with the goal to save the client's heirs time and money.
Questions frequently posed by clients:
What is a Living Trust?
A living trust is a highly effective document used to leave property to your chosen beneficiaries when you pass away. The biggest advantage of a living trust is that there is no court involvement. Your successor trustee manages your financial affairs according to your specific instructions in your trust. When you set up a living trust, you transfer assets from your name to your trust. You are the settlor and the trustee of your trust while you are alive. This means that you have complete control of your assets. When you die, your assets are distributed by your chosen successor trustee according to your instructions.
Do I need a Will?
Most of the time, wills are not as desirable as trusts because wills must be probated. Wills are public documents that are open for inspection by anyone who wants to view your affairs. A living trust is private and only your trustee and beneficiaries will be allowed to inspect it. However, in most cases, a pour-over will is necessary to transfer assets that are acquired after the creation of a living trust which may have been left out of the trust. The difference between these documents will be explained to you so that you can make an informed decision.
20955 Pathfinder Road, Suite 100
Diamond Bar, CA 91765
(909) 843-6490
swisher@wtelaw.com
We also service the cities of:
Pomona, West Covina, La Puente, Chino, La Habra, Fullerton, Anaheim, Santa Ana, Norwalk, La Mirada, Santa Fe Springs, Whittier
- Serving the Counties of Los Angeles, Orange , San Bernardino, Riverside
Sue C. Swisher
wILLS
TRUSTS &
Probate
The Law Offices of Sue C. Swisher handles all matters relating to decedent's estates. We focus 100% of our practice to issues of inheritance and distribution of decedent's assets after death. We represent and are designed to counsel administrators/executors in probate administration; trustees in trust administration; surviving spouses in spousal property petitions; and all other matters that involve assets of a decedent. Consultation is always free.