Estate Planning

Planning For Your Future, And Your Family's

It can be unpleasant to think about what the world will be like after you are gone, but a little planning today can save you and your loved ones a lot of time, money and headaches in the future.

At the Law Office of Mark Ignacio, in La Mesa, our highest priority is to give you the peace of mind that comes with knowing that you have a customized, thorough plan in place just in case of an unexpected accident. There is no way to predict when you might suddenly be incapacitated for days or months, or when you will be gone. That's why it's crucial to work with attorney Mark Ignacio to create an estate plan that works for you.

Estate Planning Services For Estate Of Any Size

We offer a wide range of estate planning services, including:

• Wills: A document used to declare who will receive one's property after death. It also enables the naming of guardians for minor children.
• Revocable trusts: Permits the "trustor" (the one who creates the trust) to revoke or change terms of the trust without consent of other parties.
• Irrevocable trusts: Trust assets belong to the trust and terms cannot be changed.
• Powers of attorney: Designate another to handle your financial affairs.
• Advance health care directives: Designate an agent to handle health care decisions in case of incapacity.
• HIPAA authorizations: Give a trusted person permission to view your private medical records to make informed decisions.
• Final disposition instructions: Specify your wishes for a funeral and what should happen to your remains after you are gone.

Customized, Comprehensive Estate Plans

At the Law Office of Mark Ignacio, we offer personalized estate planning based on your specific needs. We assist in all three major steps of estate planning:

• Establishment: The creation of your initial plan taking into consideration your current goals.
• Funding: Properly titling appropriate assets the trust will own.
• Maintenance: Ensuring your goals are satisfied as you progress through life, taking into consideration changes in your circumstances and the law.

Depending on the size of your estate, we offer several comprehensive estate planning packages.

Small Estates Plan:

Specifically tailored for those who currently do not own many assets and thus are not too concerned about avoiding probate, but would like to ensure their financial and health care needs are maintained in the event of incapacity, our small estate comprehensive plan contains the necessary documents and legal guidance to satisfy those goals. The small estate comprehensive plan includes:

• Simple will
• Durable power of attorney
• Advance health care directive
• HIPAA authorization
• Two hours of legal consultation concerning the initial, drafted documents

Mid-Sized Estates Plan:

Customized for those who own real property, enjoy a growing family, operate a small business and whose net worth does not exceed the estate tax exemption ($5.49 million in 2017 for individuals; double for a married couple), our mid-sized estate comprehensive plan's main focus is to avoid probate and ensure you have peace of mind with your financial and health care needs. The mid-sized estate comprehensive plan includes:

• Revocable trust
• Pour-over will
• Durable power of attorney
• Advance health care directive
• HIPAA authorization
• Transfer of up to two real properties into a trust
• Three hours of legal consultation concerning the initial, drafted documents
• One-year membership in our maintenance plan

Large Estates Plan:

Primarily tailored for families and individuals who surpass the estate tax exemption ($5.49 million in 2017 for individuals; double for a married couple), our large estate plans maximize tax savings and allow the grantors the utmost control with respect to their assets. Probate avoidance, security for disability, and financial and health care needs are additional goals satisfied with the large estates plan. This service includes:

• A-B trust
• Pour-over will
• Durable power of attorney
• Advance health care directive
• HIPAA authorization
• Transfer of up to two real properties into a trust
• Five hours of legal consultation concerning the initial, drafted documents
• One-year membership in our maintenance plan

Services offered in San Diego:

• East County (El Cajon, La Mesa, Santee, Spring Valley) Estate Planning
• South Bay (Chula Vista, Eastlake, National City, South San Diego) Estate Planning
• Central (Downtown, Coronado) Estate Planning
• Coastal (Oceanside, Pacific Beach) Estate Planning
• North County (Del Mar, Escondido, Mira Mesa, Poway, Vista) Estate Planning