Estate Planning
At Lo & Lo, we understand that estate planning is one of the most important steps you can take to protect your assets, provide for your loved ones, and ensure your wishes are honored. Since 1981, our multi-generational, family-run firm has provided trusted counsel and innovative legal solutions to individuals and families throughout California.
With over four decades of experience, our estate planning attorneys are dedicated to crafting tailored strategies that prioritize your goals while minimizing taxes and legal fees. Whether you’re drafting a will, creating a trust, or establishing healthcare directives, our team is here to provide the guidance, expertise, and compassion you need. Our firm also offers comprehensive business law services. If you’re seeking an experienced attorney in business law, our experienced team is ready to assist with your legal needs
What Is Estate Planning?
Estate planning is the process of preparing for the future. It involves creating legal documents and strategies to manage your assets and affairs during your lifetime and after your death. At its core, estate planning ensures:
- Your assets are distributed according to your wishes.
- Your loved ones are cared for and protected.
- Taxes and legal fees are minimized.
- Your healthcare and financial decisions are managed if you become unable to make them yourself.
At Lo & Lo, we help clients with the complexities of estate planning law with professionalism and empathy. Our attorneys work closely with you to create customized plans that align with your values and priorities.
Trusted Counselors and Litigators
Recognized as a Top Attorney on Pasadena Magazine’s prestigious peer-recommended list for eight consecutive years: 2017, 2018, 2019, 2020, 2021, 2022, 2023, and 2024.
Estate Planning Services at Lo & Lo
Our attorneys offer a comprehensive range of estate planning services, including:
Wills
A will is the cornerstone of any estate plan. It outlines how your assets will be distributed upon your death and names guardians for minor children. Without a valid will, your estate may be distributed according to California’s intestacy laws, which may not align with your wishes.
At Lo & Lo, we ensure that your will is legally sound, up-to-date, and reflective of your goals.
Trusts
Trusts are versatile tools that allow you to manage your assets during your lifetime and control how they are distributed after your death. Common types of trusts include:
- Revocable Living Trusts: Provide flexibility and allow you to manage assets during your lifetime.
- Irrevocable Trusts: Offer tax benefits and asset protection.
- Special Needs Trusts: Ensure care for loved ones with disabilities without jeopardizing government benefits.
- Charitable Trusts: Support causes you care about while achieving tax advantages.
Our attorneys can help you determine the type of trust that best suits your needs and ensure it is properly established.
Powers of Attorney
A power of attorney allows you to designate someone to make financial and legal decisions on your behalf if you become unable to do so. This ensures your affairs are managed by someone you trust.
At Lo & Lo, we draft durable powers of attorney that provide peace of mind and protect your interests.
Healthcare Directives
A healthcare directive, also known as an advance healthcare directive, outlines your medical preferences and appoints a healthcare agent to make decisions for you if you are unable to communicate. This document ensures that your healthcare wishes are respected and alleviates the burden on your loved ones.
Our attorneys work with you to create comprehensive healthcare directives that reflect your values and preferences.
Probate and Estate Administration
The probate process can be complex, time-consuming, and emotionally challenging. Our probate attorney assist executors and beneficiaries in navigating probate and estate administration, ensuring that assets are distributed efficiently and in accordance with the decedent’s wishes.
Why Choose Lo & Lo for Estate Planning?
Choosing the right estate planning lawyer is a critical decision. At Lo & Lo, we offer a unique combination of experience, innovation, and compassion. Here’s why clients have trusted us for over 40 years:
- Multi-Generational Expertise: As a family-run law firm, we bring a deep understanding of the unique needs of families across generations. Our attorneys have the expertise to handle complex estate planning matters while maintaining a personal touch.
- Client-Centered Approach: We put your goals and priorities at the forefront of everything we do. Our team takes the time to understand your unique situation and craft creative, cost-effective solutions tailored to your needs.
- Comprehensive Guidance: Estate planning involves more than just legal documents. We help clients navigate the legal, financial, and emotional aspects of planning, ensuring every decision aligns with their long-term goals.
- Commitment to Excellence: We work tirelessly to achieve the best possible outcomes for our clients. Our attorneys are assertive, reliable, and dedicated to providing the highest level of service.
- Ethical and Empathetic Advocacy: At Lo & Lo, we pride ourselves on being accepting, supportive, and nonjudgmental. We approach every case with empathy, ensuring our clients feel heard, respected, and understood.
- Creative Problem-Solving: Estate planning can present complex challenges, but our attorneys excel at analyzing issues from different angles to develop innovative solutions.
- Trial-Ready Representation: While we strive to resolve matters efficiently, we recognize that litigation may sometimes be necessary. When disputes arise, our role as an Alhambra civil litigation attorney ensures that we passionately and zealously advocate for your rights in court.
Whether you need help with a straightforward will or a complex trust, our team is here to provide guidance every step of the way. We foster a collaborative, supportive environment where our attorneys work together to deliver the best possible results for our clients. Our loyalty, reliability, and dedication set us apart as a trusted partner in estate planning.
FAQs About Estate Planning
Without a will, your assets will be distributed according to California’s intestacy laws, which may not reflect your wishes. Creating a will allows you to control how your estate is handled.
You should review and update your estate plan whenever there are significant life changes, such as marriage, divorce, the birth of a child, or the acquisition of significant assets.
Yes, you can make changes to your estate plan at any time. Our attorneys can help you update your documents to ensure they reflect your current wishes.
Contact Lo & Lo Today
Planning for the future is one of the most thoughtful and responsible actions you can take for yourself and your loved ones. At Lo & Lo, we are a trusted law firm serving all of Southern California, here to provide clear guidance, reliable advice, and compassionate support as you create a plan that secures your legacy and honors your wishes.
Our experienced estate planning attorneys are dedicated to helping you make informed decisions about your assets, loved ones, and healthcare preferences. We take pride in offering personalized solutions that reflect your unique priorities and provide peace of mind for years to come.
Call us today at 626.289.8838 to schedule a consultation with one of our experienced estate planning attorneys. We look forward to being your trusted counselors and litigators.
Attorney Kelvin J. Lo
Kelvin J. Lo is a partner at the firm and head of the litigation team. Having been in the legal field since 2010, Kelvin has gained significant experience and a deep knowledge of the law, which he uses to achieve favorable outcomes for his clients. He represents individuals and businesses, large and small, in commercial litigation, real estate litigation, bankruptcy litigation, personal injury litigation, and employment litigation in both state and federal courts from the inception of disputes through litigation, trial, appeals, and the enforcement and collection of judgments and debts.
