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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Anyone in need of a great law firm that does Living Trust/ Wills I highly recommend Filippi Law Firm in Rocklin.
My husband and I needed to have a new Trust done and we were very pleased with

Suzan Henshillwood
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I highly recommend Filippi law firm. Can’t say enough how much I appreciate all they did for me and my living trust. Jim is very helpful and relieved any doubts I had about trust. Very nice law firm and friendly. Thank you Jim for everything and Courtney as well.

Suzan Perfetto
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Very Professional service provided. Handled my trust with professional care and left us feeling very confident. Would recommend Filippi Law Firm to all my friends

Bret Rapozo
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Jim is a personable individual and all the people in the firm are friendly and professional. Creating my trust was painless and has taken a load off my mind.

Jil Voorhies
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We had an outstanding experience with all the Filippi associates we worked with. They were exceptionally professional and friendly. I would highly recommend their services.

John Wendt
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The Filippi Law Firm is very family oriented, professional in every way and quickly responded to any questions my family had. Their end product left nothing to be desired as it was an extremely well thought of and produced legal document. I highly recommend the firm to perform in any capacity of estate planning or administrative law.

Geraldine Dolan

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