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Wealth Transfer Planning

Leaving Behind a Lasting Legacy

When you have worked hard your entire life to accumulate assets and acquire property, a good effort should be made at not only shielding your assets from creditors and lawsuits, but creating a comprehensive estate plan that will ensure that the fruits of your labor are enjoyed by those that matter most to you after you pass. When given the choice, and you do have a choice, wouldn't you prefer to have a say in who gets your assets and when after you die?

The only way to have control over how your assets are transferred is to engage in the estate planning process. If you fail to establish an estate plan, then the state will determine how your assets are distributed, which may not be the way you would have wanted. The state doesn't determine one beneficiary's need over another's, nor is it concerned about complex or strained family relationships. By putting an estate plan in place, you are in charge of who benefits from your generosity and not the state. Keep in mind that it's important to update your beneficiary designations whenever there is a marriage, divorce, or you experience a birth or death in the family.

Estate planning is an ongoing process which involves planning for the distribution of your assets after you die (wealth transfer planning), but it also involves planning for incapacity and naming a guardian for minor children in case something were to happen to you. It can also plan for long term care and Medicaid to the extent that you won't have to sacrifice your life savings to pay for these expenses.

Estate planning is for adults of all ages, especially because no one can entirely predict accidents or illness and people can die at any age. The sooner you get started, the sooner you can have peace of mind knowing that you did the right thing by planning for the inevitable.

Attorney Jack S. Johal has earned a sterling reputation as a top Sacramento estate planning attorney and a leader in trust and estate services, giving personalized service to his clients so they can preserve and transfer their legacy. Whether you want to properly fund your trusts or clarify your will, we can help you with all of the administration of your estate so the wealth you have accumulated will be passed on.

Over 30 Years of Experience in Estate Planning

Searching for an attorney for estate planning in Sacramento or Monterey? Attorney Jack S. Johal has accumulated more than 30 years of experience in the legal field and has helped hundreds of clients transfer their wealth as they see fit. He is AV® Rated by Martindale-Hubbell®, the primary independent rating firm for lawyers nationwide, meaning he has a preeminent ranking. He also has won the Five Star Wealth Award for four years running, proving his ability in wealth transfer planning. Begin your unique relationship with our office to take care of your wealth transfer planning by contacting us today!

Avvo Superb Rating Five Star Professional
The Law Offices of Jack S. Johal
The Law Offices of Jack S. Johal - Sacramento Estate Planning Lawyer
2025 Hurley Way, Suite 100
Sacramento, CA 95825
Phone: (916) 569-8111

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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