Estate Planning Recommendations?

[Noob]

I have been thinking that I should start doing some estate planning. I am 50, single, no kids and really have no one to leave my assets to if something were to happen to me.

I own real estate out-right; have a large IRA/401k, a bunch of money in taxable accounts.

I would like to set up a legal vehicle for myself, which will guard my assets if I become vegetated, or one that will create a family trust that I can pass to nieces and nephews if I die.

However, with all the crooked lawyers out there, I really don’t trust going to an attorney to ask their advice. Is there a non-profit organization, or government sponsored agency that advises people on these matters?

Can anyone recommend what to do or have positive personal experiences?

[sdduuuude]

I went to a free seminar held by a lawyer and it was excellent. Little pressure to buy and super informative. If you buy the package that night, they give you a discount. That’s about all the pressure you get.

There was a fixed price to put together the whole trust/will package. $1300 or so, I think. So, little chance of them milking you to death.

Before signing, I asked my corporate attorney if he had any dirt on these guys. He knew of them and said they were highly reputable. Our experience was simple and straightforward.

http://www.walterstrustinfo.com/

Whether you use them to do the paperwork or not, I highly recommend the seminar.

[sdduuuude]

I went to a free seminar held by a lawyer and it was excellent. Little pressure to buy and super informative. If you buy the package that night, they give you a discount. That’s about all the pressure you get.

There was a fixed price to put together the whole trust/will package. $1300 or so, I think. So, little chance of them milking you to death.

Before signing, I asked my corporate attorney if he had any dirt on these guys. He knew of them and said they were highly reputable. Our experience was simple and straightforward.

http://www.walterstrustinfo.com/

Whether you use them to do the paperwork or not, I highly recommend the seminar.

[sdduuuude]

I went to a free seminar held by a lawyer and it was excellent. Little pressure to buy and super informative. If you buy the package that night, they give you a discount. That’s about all the pressure you get.

There was a fixed price to put together the whole trust/will package. $1300 or so, I think. So, little chance of them milking you to death.

Before signing, I asked my corporate attorney if he had any dirt on these guys. He knew of them and said they were highly reputable. Our experience was simple and straightforward.

http://www.walterstrustinfo.com/

Whether you use them to do the paperwork or not, I highly recommend the seminar.

[sdduuuude]

I went to a free seminar held by a lawyer and it was excellent. Little pressure to buy and super informative. If you buy the package that night, they give you a discount. That’s about all the pressure you get.

There was a fixed price to put together the whole trust/will package. $1300 or so, I think. So, little chance of them milking you to death.

Before signing, I asked my corporate attorney if he had any dirt on these guys. He knew of them and said they were highly reputable. Our experience was simple and straightforward.

http://www.walterstrustinfo.com/

Whether you use them to do the paperwork or not, I highly recommend the seminar.

[sdduuuude]

I went to a free seminar held by a lawyer and it was excellent. Little pressure to buy and super informative. If you buy the package that night, they give you a discount. That’s about all the pressure you get.

There was a fixed price to put together the whole trust/will package. $1300 or so, I think. So, little chance of them milking you to death.

Before signing, I asked my corporate attorney if he had any dirt on these guys. He knew of them and said they were highly reputable. Our experience was simple and straightforward.

http://www.walterstrustinfo.com/

Whether you use them to do the paperwork or not, I highly recommend the seminar.

[Coronita]

I used this guy. So did a lot of a ex-coworkers at QC.

Law Office of Adam Slonim, LL.M.
Living Trusts, Wills & Estate Planning
http://www.FamilyEstatePlanner.com
6046 Cornerstone Ct. # 106
San Diego, CA 92121

tel: (858) 455-1008

 

Living Trusts supposedly you can do it yourself. However, I opted to just pay this guy and have him do it. You probably dont have too many complicated situations. He can setup the A/B credit shelter trust if your assets are above that amount that needs shielding (which probably doesn't apply to you because you are single)

http://www.positivelights.org/abtrust.htm

 

When we had it done, it was $1800 for couples, $1500 for singles. That was 2-3 years ago.

If you think income taxes are bad, wait until you die and the inheritance tax kicks in.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

I used this guy. So did a lot of a ex-coworkers at QC.

Law Office of Adam Slonim, LL.M.
Living Trusts, Wills & Estate Planning
http://www.FamilyEstatePlanner.com
6046 Cornerstone Ct. # 106
San Diego, CA 92121

tel: (858) 455-1008

 

Living Trusts supposedly you can do it yourself. However, I opted to just pay this guy and have him do it. You probably dont have too many complicated situations. He can setup the A/B credit shelter trust if your assets are above that amount that needs shielding (which probably doesn't apply to you because you are single)

http://www.positivelights.org/abtrust.htm

 

When we had it done, it was $1800 for couples, $1500 for singles. That was 2-3 years ago.

If you think income taxes are bad, wait until you die and the inheritance tax kicks in.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

I used this guy. So did a lot of a ex-coworkers at QC.

Law Office of Adam Slonim, LL.M.
Living Trusts, Wills & Estate Planning
http://www.FamilyEstatePlanner.com
6046 Cornerstone Ct. # 106
San Diego, CA 92121

tel: (858) 455-1008

 

Living Trusts supposedly you can do it yourself. However, I opted to just pay this guy and have him do it. You probably dont have too many complicated situations. He can setup the A/B credit shelter trust if your assets are above that amount that needs shielding (which probably doesn't apply to you because you are single)

http://www.positivelights.org/abtrust.htm

 

When we had it done, it was $1800 for couples, $1500 for singles. That was 2-3 years ago.

If you think income taxes are bad, wait until you die and the inheritance tax kicks in.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

I used this guy. So did a lot of a ex-coworkers at QC.

Law Office of Adam Slonim, LL.M.
Living Trusts, Wills & Estate Planning
http://www.FamilyEstatePlanner.com
6046 Cornerstone Ct. # 106
San Diego, CA 92121

tel: (858) 455-1008

 

Living Trusts supposedly you can do it yourself. However, I opted to just pay this guy and have him do it. You probably dont have too many complicated situations. He can setup the A/B credit shelter trust if your assets are above that amount that needs shielding (which probably doesn't apply to you because you are single)

http://www.positivelights.org/abtrust.htm

 

When we had it done, it was $1800 for couples, $1500 for singles. That was 2-3 years ago.

If you think income taxes are bad, wait until you die and the inheritance tax kicks in.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Coronita]

I used this guy. So did a lot of a ex-coworkers at QC.

Law Office of Adam Slonim, LL.M.
Living Trusts, Wills & Estate Planning
http://www.FamilyEstatePlanner.com
6046 Cornerstone Ct. # 106
San Diego, CA 92121

tel: (858) 455-1008

 

Living Trusts supposedly you can do it yourself. However, I opted to just pay this guy and have him do it. You probably dont have too many complicated situations. He can setup the A/B credit shelter trust if your assets are above that amount that needs shielding (which probably doesn't apply to you because you are single)

http://www.positivelights.org/abtrust.htm

 

When we had it done, it was $1800 for couples, $1500 for singles. That was 2-3 years ago.

If you think income taxes are bad, wait until you die and the inheritance tax kicks in.

 

[img_assist|nid=5962|title=selfportrait|desc=|link=node|align=left|width=100|height=80]

—– Sour grapes for everyone!

[Diego Mamani]

Noob,

Congratulations on being on solid financial footing. I think your blanket characterization of lawyers is a bit unfair. And even if they were “crooks,” remember that if you’re the one retaining their services and paying for them, they’ll be “your” crooks (you’re the boss!).

I’d be wary of government or non-profit help: do you think the best and brightest would be working there? I don’t think so. If government entities were the solution to all problems, Cuba would be a super power.

You got some excellent advice on this thread. You may also inquire at your bank; since you probably have sizeable accounts, they’ll be glad to spend some one-on-one time with you. If you have a fee-only financial advisor, he/she may be able to refer you to a competent lawyer as well.

[Diego Mamani]

Noob,

Congratulations on being on solid financial footing. I think your blanket characterization of lawyers is a bit unfair. And even if they were “crooks,” remember that if you’re the one retaining their services and paying for them, they’ll be “your” crooks (you’re the boss!).

I’d be wary of government or non-profit help: do you think the best and brightest would be working there? I don’t think so. If government entities were the solution to all problems, Cuba would be a super power.

You got some excellent advice on this thread. You may also inquire at your bank; since you probably have sizeable accounts, they’ll be glad to spend some one-on-one time with you. If you have a fee-only financial advisor, he/she may be able to refer you to a competent lawyer as well.

[Diego Mamani]

Noob,

Congratulations on being on solid financial footing. I think your blanket characterization of lawyers is a bit unfair. And even if they were “crooks,” remember that if you’re the one retaining their services and paying for them, they’ll be “your” crooks (you’re the boss!).

I’d be wary of government or non-profit help: do you think the best and brightest would be working there? I don’t think so. If government entities were the solution to all problems, Cuba would be a super power.

You got some excellent advice on this thread. You may also inquire at your bank; since you probably have sizeable accounts, they’ll be glad to spend some one-on-one time with you. If you have a fee-only financial advisor, he/she may be able to refer you to a competent lawyer as well.

[Diego Mamani]

Noob,

Congratulations on being on solid financial footing. I think your blanket characterization of lawyers is a bit unfair. And even if they were “crooks,” remember that if you’re the one retaining their services and paying for them, they’ll be “your” crooks (you’re the boss!).

I’d be wary of government or non-profit help: do you think the best and brightest would be working there? I don’t think so. If government entities were the solution to all problems, Cuba would be a super power.

You got some excellent advice on this thread. You may also inquire at your bank; since you probably have sizeable accounts, they’ll be glad to spend some one-on-one time with you. If you have a fee-only financial advisor, he/she may be able to refer you to a competent lawyer as well.

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