Preston Estate Planning, APLC

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"Transforming Estate Plans to Safeguard Against Taxes, Disabilities, and Asset Risks with Innovative Life Plans."

Overview

Preston Estate Planning, APLC, is a specialist firm in the field of estate planning, with nearly 40 years' experience and a focus on tailored trust solutions. Unlike typical estate plans that primarily aim to avoid probate, Preston Estate Planning addresses a broader spectrum of issues including tax reduction, asset protection, and planning for disabilities. Their approach—referred to as the 'Life Plan'—is designed to circumvent the pitfalls found in conventional 'Death Plan' trusts, which often lead to unforeseen complications for beneficiaries. The firm's commitment to fixing flawed trusts has positioned it as a leader in redefining estate planning practices across California.

Products & Services

Preston Estate Planning offers a comprehensive suite of estate planning services centered around its unique 'Life Plan' concept. This includes creating, maintaining, and administering trusts that are not only probate-averse but also optimized for tax efficiency and asset protection. Their services extend to retirement trusts, estate administration, and crafting legal documents aimed at protection against disabilities and unforeseen emergencies. Additionally, they provide webinars and resources to educate clients on the complexities of estate management and tax implications.

Company Details

Based in San Diego, California, Preston Estate Planning serves clients throughout the state, specializing in estate planning solutions that stand out from traditional probate-focused models. Founded with the mission to 'fix trusts,' the firm has reviewed over 11,000 trusts from other attorneys, discovering common pitfalls that their innovative Life Plan model addresses effectively. The firm has carved a niche in the market by focusing on comprehensive asset protection strategies, making them a go-to for individuals seeking robust estate planning services.