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Estate Planning
Peace of mind for you and your loved ones.

A Complete Estate Plan Protecting Your Assets And Your Beneficiaries

For most clients, a complete estate plan will include one or more trusts, a pour-over will, a durable power of attorney for assets and an advance health care directive.

A properly executed estate plan allows you to control your assets while you are alive. It also spells out what you want to happen if you become disabled and unable to communicate your wishes. After you die, your trust can protect your beneficiaries from taxation, creditors and ex-spouses.

Taxation and fees in probate are based upon appraised value, not equity. The cost of an average home in the San Diego area puts the expense of probate exponentially above the cost of a trust. Unlike wills, trusts do not go through the California probate process. This can save you as much as 15 percent of the present value of your estate, which is what most probate lawyers charge to probate assets distributed by a will. When you keep assets in a trust, your family’s private financial information will also remain private.

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An experienced San Diego estate planning attorney can structure your assets and wealth to provide protection while reducing or eliminating tax consequences. Many people assume that all they need to plan their estate is a will. Unfortunately, if you pass away with nothing more than a will the consequences include:

  • a long and costly probate proceeding for your beneficiaries
  • public exposure of your financial affairs
  • devastating tax consequences

Only a trust allows you to maintain control over your assets while you are alive and control how those assets will be distributed after your death. Allen Barron, Inc. and Janathan L. Allen, APC provide comprehensive estate planning, tax planning and financial advisory services for clients of all income and asset levels. With offices in San Diego and San Francisco, we represent clients throughout California.

Drafting An Estate Plan Based On Your Assets And Your Goals

When drafting estate-planning documents, our attorneys will carefully review your goals, concerns, family issues and assets to arrive at the plan that will best meet your needs. Our services include:

We are here to help you draft an effective estate plan. Only an experienced estate planning attorney can also help you address the challenges that come with the administration of a loved one’s trust or estate.

Contact Us To Learn More About Allen Barron's Services

For more information or to discuss your tax, legal and accounting needs contact Allen Barron or call 866-631-3470 for a free and confidential initial consultation. Learn about the importance of integrated business strategy and coordination across legal, tax and accounting systems.

Offices of Allen Barron, Inc.

Main Office

16745 West Bernardo Drive, Suite 260
San Diego, CA 92127
Phone: 858-304-0947
Phone: 866-631-3470
Fax: 858-376-1410

San Diego Office

5720 Oberlin Drive
San Diego, CA 92121
Phone: 866-631-3470
Fax: 760-741-1410

Las Vegas Office

333 South Sixth Street, Suite 230
Las Vegas, NV 89101
Phone: 702-749-4430
Fax: 702-933-1748

San Diego Office

750 B Street, Suite 2610
San Diego, CA 92101
Phone: 619-702-8356
Fax: 619-923-8356

San Francisco Office

300 Montgomery Street, Suite 410
San Francisco, CA 94101
Phone: 415-481-0475
Fax: 415-762-1539

Phoenix Office

40 North Central Avenue
Phoenix, AZ 85004
Phone: 602-903-7018
Fax: 602-357-1655