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Schomer Law Group, Los Angeles Estate Planning and Elder Law and Elder Law Attorneys

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Home » Estate Planning » Cómo Crear Su Primer Plan Patrimonial

Cómo Crear Su Primer Plan Patrimonial

August 17, 2022Estate Planning

Abogados de planificación patrimonial de Los Ángeles

Crear su primer plan de sucesión puede ser una perspectiva emocionante, pero igualmente intimidante. Comprensiblemente, la mayoría de las personas no están familiarizadas con la terminología, las herramientas y las estrategias que intervienen en la planificación patrimonial.  Saber qué esperar y cómo prepararse puede ayudar a que su experiencia inicial de planificación patrimonial sea beneficiosa y agradable. Con eso en mente, los abogados de planificación patrimonial de Los Ángeles en Schomer Law Group, APC explican los pasos comunes involucrados en la creación de su primer plan de sucesión.

  • Consulte con un abogado con experiencia en planificación patrimonial.  Puede encontrar una amplia gama de formularios de planificación patrimonial para “rellenar los espacios en blanco” en Internet; sin embargo, las probabilidades son altas de que el formulario que encuentre tenga errores y / u omisiones significativas que en última instancia podrían costarle a sus seres queridos una cantidad significativa de tiempo y dinero cuando se trata de probar su patrimonio. En lugar de arriesgar el éxito de su plan al seguir la ruta de bricolaje, consulte con un abogado con experiencia en planificación patrimonial sobre su plan de sucesión.  
  • Define tus objetivos.   Su objetivo inicial de planificación patrimonial puede ser simplemente la distribución de sus activos patrimoniales después de que usted se haya ido; sin embargo, un plan patrimonial integral también puede ayudarlo a lograr muchos otros objetivos, como la planificación de incapacidades, la protección de la herencia de un hijo menor o la planificación de los impuestos de impacto en su patrimonio.
  • Evalúe sus activos.  Sin duda, tiene una idea bastante buena de qué activos posee; sin embargo, con el fin de crear un plan de sucesión, debe hacer una lista detallada, que incluya el valor actual, la ubicación y la información de identificación (número de cuenta, número de registro, número de lote, etc.)
  • Evalúe sus responsabilidades.  Haga la misma lista para sus pasivos que hizo para sus activos, incluida la cantidad que debe actualmente y a quién.
  • Decida sobre sus beneficiarios.  En su mayor parte, sus beneficiarios serán lo suficientemente fáciles de identificar; sin embargo, puede haber algunos beneficiarios menos obvios en la lista. Su mascota, por ejemplo, o una organización benéfica favorita podrían incluirse una vez que lo piense. También debe pensar en los beneficiarios sustitutos o sucesores en caso de que uno de sus beneficiarios lo prefallezca.
  • Elija sus fiduciarios.   Elegir a sus fiduciarios es una de las decisiones más importantes que tomará al crear su plan de sucesión. Aquí es también donde las personas con frecuencia cometen errores costosos. Antes de nombrar a un cónyuge, hijo adulto o mejor amigo como su albacea, por ejemplo, deténgase y considere si esa persona es realmente la mejor opción para el puesto. Lo mismo es cierto para nombrar a un fideicomisario para un fideicomiso que usted crea como parte de su plan. Los deberes y responsabilidades de un fideicomisario son numerosos y variados e idealmente requieren una formación en derecho o finanzas. Es posible que desee considerar un fideicomisario profesional para asegurarse de que su fideicomiso sea exitoso. Al igual que con sus beneficiarios, también deberá pensar en los fiduciarios sucesores en caso de que su primera opción no pueda o no sirva.
  • Crear documentos.  Una sorprendente cantidad de litigios se centra en la redacción y ejecución inadecuadas de los documentos de planificación patrimonial. Para evitar esto, asegúrese de que sus documentos sean redactados por un abogado de planificación patrimonial y ejecutados correctamente y de acuerdo con las leyes estatales y federales aplicables.
  • Recuerde revisar y revisar su plan. Entre los errores de planificación patrimonial más comunes está no revisar y revisar el plan que crean. Para asegurarse de que su plan continúe contemplando todas sus necesidades actuales, asegúrese de revisar el plan cada pocos años, así como cuando un evento de la vida provoque una actualización inmediata.

Póngase en Contacto con los Abogados de Planificación Patrimonial de Los Ángeles

Para obtener más información, únase a nosotros para un próximo seminario GRATUITO.  Si tiene preguntas o inquietudes adicionales sobre cómo crear su primer plan de sucesión, comuníquese con los abogados con experiencia en planificación patrimonial de Los Ángeles en Schomer Law Group APC llamando al (310) 337-7696 para programar una cita.

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Scott Schomer, Estate Planning Attorney
Scott Schomer, Estate Planning Attorney
A graduate of Boston University School of Law, Scott P. Schomer is a frequent lecturer on estate planning and elder law issues, having discussed these important issues on local and national television. A seasoned courtroom advocate, Scott has obtained combined judgments and verdicts in excess of twenty-five million dollars for his clients. Scott has served as a member of the Los Angeles Superior Court Probate Volunteer Panel (PVP Attorney), Probate Settlement Panel and a Judge Pro Tempore. Scott's expertise has been recognized by his peers with such accolades as a life-time membership in the Multi-Million Dollar Advocates Forum, the Five Star Wealth Manager designation, and repeated nominations as California Super Lawyer.
Scott Schomer, Estate Planning Attorney
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