Coronavirus Update

In response to rapidly developing public announcements related to Coronavirus, Cage & Miles can support consults and cases remotely due to our cutting edge technology for all employees and our cloud based firm management system. Our people can work remotely on all facets of client cases. In the unfortunate event that one or more of our people are exposed to the virus, our clients’ work does not need to stop. All client files are uploaded, secured and safely backed up on the cloud. We have contingency plans in place at our two offices to see that correspondence from the court, case professionals, opposing counsel, and service providers gets uploaded to our clients’ secured cloud file so our people can work remotely. We are ready, willing and able to keep your case moving forward during these uncertain times. Please contact us if you have questions about how public announcements affect your case. Please click here for more resources.

A Foundation Built on Integrity, Honesty, and Accountability A Team of Fiercely Dedicated Attorneys on Your Side

Trusts & Estate Planning Services

Experienced Lawyers Serving Clients Throughout San Diego

Benjamin Franklin once supposedly said that if you fail to plan you plan to fail. We at Cage and Miles help our clients plan to succeed and ensure that their wishes and preferences are respected even upon death or incapacity. That is why we offer comprehensive estate planning and administration counsel. These services include the drafting of revocable living trusts, wills, powers of attorney for financial decisions, and advance health care directives, as well as the administration of the estates of those who have passed.

Get Started Drafting Your Estate Plan Today

Many people think that estate planning is only for the very wealthy. Not so. An advance health care directive is especially important for a newly single person as it appoints someone to make health care decisions for the patient if they are unable to do so. Similarly, a durable power of attorney for financial matters appoints an agent to make financial decisions for that person if they are ever incapacitated. Wealth does not matter. Without these documents, we must resort to a complex and expensive court process known as a conservatorship.

Revocable Living Trust & Guardianship

A revocable living trust can help a client avoid the probate process, which is the lengthy and expensive court-supervised distribution of a deceased person’s estate. A parent can also nominate guardians in their will for minor children after that parent has died, possibly avoiding a contested guardianship case in which the deceased parent’s wishes remain unknown.

Estate Planning FAQs

Question: Why do I need an estate plan?

A: If your goal is to leave property and assets for your loved ones when you pass away, then you need to draft an estate plan that includes wills and trusts. Your estate plan will specify which of your family members will inherit your belongings. If you plan your estate carefully, you can also reduce the amount of taxes your beneficiaries have to pay. Without a comprehensive estate plan in place, your family might encounter major obstacles that will prevent them from obtaining their inheritance and maintaining your legacy.

Question: Why do I need an estate planning attorney?

A: Whether you need help planning for retirement or setting aside funds for your children, a seasoned estate planning lawyer can guide you through each step of the legal process. From drafting wills to creating trusts, you want a knowledgeable legal professional on your side who will provide you with top-notch counsel for all estate planning matters.

Question: What is a will?

A: A will is a legal document that specifies who you want your property to be distributed to when you die.

Question: What happens if I don’t have a will when I pass away?

A: Your estate will have to go through probate if you don’t have a valid will when you pass away. During the probate process, the state will review all of your assets and property in order to determine how it should be distributed. If you don’t draft a will that covers all of your assets and valuables, then your wishes will not be considered by the state when it’s time to distribute your estate.

Question: What is a trust?

A: A trust allows you to transfer your property to a trustee who holds it and later distributes it to your beneficiaries under the terms of the trust.

Question: How Can I prevent family disputes over my estate?

A: If you’re worried your family will get into a major argument over your estate after you pass away, then you need to speak to a lawyer about the various estate planning tools you can use to make sure your family members get everything they are entitled to.

Call our Law Firm in San Diego Today

At Cage and Miles, we know that estate planning (like preparing your annual tax return) is not a pleasant thing to think about, but – also like doing your taxes – it’s not just important; it’s necessary. So, maybe you created an estate plan with a previous spouse and need to get one of your own now that you’re newly single. Maybe you’ve never even considered estate planning but know it’s something that you just need to do. Regardless of where you are in life, estate planning is for you and we’re ready when you are. Stop by our law firm today to discuss your situation with one of our seasoned attorneys in San Diego.

Are you ready to schedule your free consultationwith Cage and Miles? Then give us a call today at (858) 943-2060.

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We offer a complimentary 30-minute consultation. Get started by emailing us or calling (858) 943-2060 to reach us directly.
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