Frequently Asked Questions

Attorney Image By: James Filippi

Common Concerns in Estate Planning

saving money to invest in house or property in the future

Some of the most notable concerns that clients have when they begin planning for their estate in California include:

Inheritances: How do I manage inheritances I want to enforce with my estate after I am no longer around?

Administration of assets: If you own more than one asset (residential or commercial), you may require ongoing administration of the assets each fiscal year and when it comes to upkeep and maintenance.

Reducing or preventing conflicts: Estates are often the primary source of contention among the loved ones of someone who has recently passed.
Minimizing excessive fees, legal expenses, and taxes: Getting your estate planning in order as quickly as possible can help you to avoid overpaying legal fees, taxes, and high and unnecessary costs for various services.

Wealth preservation: With estate planning, wealth preservation is made possible over decades, if not centuries, when coordinated properly.

The naming of guardians: If you have underage children who will be inheriting your estate (or a portion of your estate) before they reach the age of 18, estate planning can help to secure their future.

Working with an estate attorney from Filippi Law Firm P.C. is a way to move forward with your estate planning while keeping inheritances, loved ones, and your will in mind throughout the process.

If you currently reside in the state of California and need an estate plan of your own, get in touch with Filippi Law Firm P.C. We can help in planning for estate needs from start to finish with an estate attorney who is right for you. Contact us today to learn more about the estate planning services we can assist you with today.

Satisfied Client Stories

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The team of Filippi Law are kind, sincere and thorough in their work. They helped us work through our trust administration of our family member, to create our own trust, and any other issues that came up along the way. We appreciate their time and their willingness to explain the process in the detail. They also helped us with needed referrals for anything else. We would highly recommend their insight to anyone.

Elizabeth G. | Sacramento, CA
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Jen helped us figure out the nuances of the different state laws to help with setting up the will and distribution to family members. She found issues with our previous will/trust that were corrected and offered updates to the new laws. We are very pleased with the final product and my mother feels that her wishes have been heard and met.

Susan S. | Roseville, CA
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I worked with a few different people throughout the trust distribution process and everyone was very helpful and pleasant to work with.

Nicole H. | Fort Collins, CO
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Best firm I’ve ever had represent me both personally and professionally. Jim and the team lead the way!

Brandon M. | Rocklin, CA
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We found the Filippi Law Firm in Yelp and we were so lucky to have found them. Both Jen and Jim were kind and patient, explaining the process and addressing our concerns with a cost we felt was appropriate for the quality of the work. At all times we felt supported in the process and it could not have gone better. If you need this kind of work do yourself a favor and reach out to these folks for help. You won’t regret it.

Ron G. | Sacramento, CA
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Jenn helped us with a trust account for my parents. She is very polite and thorough at doing her job she answered every question. My parents had and made them feel very welcome there. If we ever had to use the office again, we would .

Mark L. | California

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