No matter how simple or complicated your legal needs may be, Filippi Law Firm, P.C. is here to help. The future is inherently uncertain. Planning your estate can provide you and your family with much-needed peace of mind, financial security, and control. Understanding your life and end of life goals will allow us to provide you with a comprehensive estate plan that fits your needs while meeting California Estate Planning laws.
Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same: To serve. At Filippi Law Firm, P.C., we are committed to helping Rocklin, California families plan for their future.
Your loved ones deserve to feel protected-today, tomorrow, and beyond. Don't just take our word for it; see what our clients have to say about us. What's the point of getting legal services if your attorney is unreachable, unapproachable, or inattentive?
Our founder, Jim Filippi, has always had a passion for law and community service. Before becoming a lawyer, Jim was a police officer in the state of California. Whether as an officer or now as an estate planning attorney, his goal has been the same: To serve. At Filippi Law Firm, P.C., we are committed to helping Rocklin, California families plan for their future.
Your loved ones deserve to feel protected-today, tomorrow, and beyond. Don't just take our word for it; see what our clients have to say about us. What's the point of getting legal services if your attorney is unreachable, unapproachable, or inattentive?
Services
Are you looking for an Estate Planning Attorney?
Do you want to make sure your legal needs are taken care of?
Are you in need of estate planning, probate, wills and trusts, durable power of attorney, or HIPAA authorization?
Filippi Law Firm, P.C. is the law firm that will give you individualized attention.
We take our work seriously, and we believe in providing the kind of customer service that we would expect on the other end.
Our clients have an easy time reaching us because we make that our top priority.
Do you want to make sure your legal needs are taken care of?
Are you in need of estate planning, probate, wills and trusts, durable power of attorney, or HIPAA authorization?
Filippi Law Firm, P.C. is the law firm that will give you individualized attention.
We take our work seriously, and we believe in providing the kind of customer service that we would expect on the other end.
Our clients have an easy time reaching us because we make that our top priority.
An estate plan is an extremely powerful tool that allows you, not a probate court, to determine how your assets will pass or how your medical decisions are made.
However, estate plans are not just for end-of-life issues because a well-designed plan directs other matters throughout your life.
It is imperative for you to have an established and comprehensive estate plan.
There are many legal strategies available to develop your estate plan to manage issues with your taxes, assets, medical care, and much more.
However, estate plans are not just for end-of-life issues because a well-designed plan directs other matters throughout your life.
It is imperative for you to have an established and comprehensive estate plan.
There are many legal strategies available to develop your estate plan to manage issues with your taxes, assets, medical care, and much more.
Managing probate and trust administration of an estate is complex work that requires strict attention to the intricate details of the law, tax code, and adherence to the terms of the last will or trust agreement.
As a personal representative of a probate estate, or a trustee of a trust, or both, you can be held personally liable for any mistakes you make in the performance of your fiduciary duties.
As a personal representative of a probate estate and/or a trustee of a trust, you can be held personally liable for any mistakes you make in the performance of your fiduciary duties.
As a personal representative of a probate estate, or a trustee of a trust, or both, you can be held personally liable for any mistakes you make in the performance of your fiduciary duties.
As a personal representative of a probate estate and/or a trustee of a trust, you can be held personally liable for any mistakes you make in the performance of your fiduciary duties.
A pour-over will is an estate planning tool used to ensure the wishes you have documented in your trust agreement are followed even if something were defective.
For example, a defect can occur if you were to forget to fund your trust properly, title a new asset in the name of the trust, or if something were to go wrong with the trust itself that made it legally inoperative due to a failure of the document, or a change in the laws.
A pour-over will operate to "catch" all of the assets you failed to place into the assets of the trust and have now fallen into your probate estate.
For example, a defect can occur if you were to forget to fund your trust properly, title a new asset in the name of the trust, or if something were to go wrong with the trust itself that made it legally inoperative due to a failure of the document, or a change in the laws.
A pour-over will operate to "catch" all of the assets you failed to place into the assets of the trust and have now fallen into your probate estate.
A will is typically just one part of a properly designed estate plan.
If you do not have a will, your estate will pass "intestate" according to the laws of California.
However, even if you have a will or choose to have one drafted on your behalf, there are a few things you should know.
If you have minor children, a will is used to determine guardianship if both parents have passed.
This keeps your family from waging war with each other over the care of your children and allows them to expend their energy on the children's behalf instead.
If you do not have a will, your estate will pass "intestate" according to the laws of California.
However, even if you have a will or choose to have one drafted on your behalf, there are a few things you should know.
If you have minor children, a will is used to determine guardianship if both parents have passed.
This keeps your family from waging war with each other over the care of your children and allows them to expend their energy on the children's behalf instead.
Reviews
Be the first to review Filippi Law Firm.
Write a Review
