Palm Springs & San Diego Estate Planning & Family Law Firm

Palm Springs Estate Planning & Family Law Firm.

Heritage Legal, PC is a law practice known for providing its clients with excellent legal guidance in three major areas: estate planning, and family law. Serving a diverse group of clients in Palm Springs, California and the entire Coachella Valley, our lead attorney, H. Christopher Heritage, Esq., has a well-earned reputation for knowledge, skill and compassion. He is savvy in each of his focus areas and prides himself on giving each individual client his personal attention. Heritage Legal has an inclusive approach to providing legal services, so Chris has extensive experience working with the LGBTQ community and other types of non-traditional families.

LEARN MORE

Heritage Estate Planning Services

Estate planning is a more complex undertaking than many people realize, involving emotional as well as financial decisions. Contrary to prevalent misconception, estate planning is not only for those with substantial wealth or of advanced age. We advise Individuals and couples across the board to take the time to prepare for the future since it often arrives much more quickly than we anticipate.

At Heritage Legal our whole team is well aware that our estate planning clients are dealing with sensitive issues that will affect not only their assets, but their healthcare, their legacy, and their loved ones. For this reason, we take our mission very seriously. We offer comprehensive estate planning services to clients with varying assets and a wide variety of special concerns.

Our estate planning services include:

Creating wills to designate beneficiaries and an executor to manage asset distribution

Planning for charitable giving by various means

Handling probate

Planning for business succession of LLCs and FLPs

Helping you to avoid probate in order to prevent excessive taxation and delays

Providing fiduciary services

Establishing trusts to protect assets and provide for special circumstances

Assisting executors and trustees in performing their duties

One of the chief advantages of working with a talented estate planning attorney like Chris Heritage is that he will direct you to areas you may not have thought to consider and help you to resolve problems you didn’t know were solvable. For example, he will be able to craft revocable and irrevocable trusts that may be useful to you in particular circumstances and will be able to clarify the differences between them. He will also assist you in establishing trusts for beneficiaries who have special needs, such as medical or psychiatric disabilities, or who are, because of extravagant spending, substance abuse, or gambling addiction, unable to manage their inheritance in such a way that it will remain available to meet their long-term needs.

Heritage Legal:
We’re Here When You Need Us

There are times in life when you need a first-rate legal representative. The trick is finding one who became an attorney for the right reasons, one who has integrity and empathy built-in to his/her character. Whether you are ready to plan your estate, are dealing with a joyful or troubling domestic issue that requires the intervention of a well-balanced family law attorney, or feel the walls of debt closing in around you, consulting with Heritage Legal is a smart move. Call us or fill out a contact form on our website. Taking action will empower you and so will we.

Riverside CA Estate Planning Bankruptcy

Palm Springs & San Diego Estate Planning & Family Law Firm

Palm Springs Estate Planning & Family Law Firm.

Heritage Estate Planning Services

Heritage Legal:We’re Here When You Need Us

Instant Call Back

Heritage Legal:
We’re Here When You Need Us