Probate & Estate Planning Attorney in La Cañada, CA

Guiding Clients and Protecting Their Assets

The Law Office of Mitchell A. Port is proud to provide quality probate and estate planning services to clients in La Cañada. These legal processes can be confusing and overwhelming. Our attorney’s goal is to deliver experienced and ethical legal counsel to our clients using more than 4 decades of experience as a solo practitioner.

Attorney Mitchell A. Port, Esq. focuses on probate, trust administration, estate planning, and tax controversies. His work has built a high degree of trust and recognition among his clients and peers. When you work with our firm, you can trust that you are working with an attorney that genuinely cares about your success. 

Reach out at (310) 526-3433 or via online form for a free phone consultation with our highly experienced La Cañada probate and estate planning lawyers.

Services We Provide in La Cañada

Our law firm is proud to provide a wide range of highly personalized services to clients in La Cañada. Services available include:

• Probate: Our La Cañada probate lawyers can help you work through the probate process smoothly and accurately in order to reap the full benefits without the costly errors an attorney with less experience might make.
• Trusts: A trust allows a person to manage their assets while they’re alive and distribute them according to their wishes upon their death. Our La Cañada trust lawyers can help you protect your assets through this process.
• Special Needs Trusts: A special needs trust will hold assets for a disabled person without those assets being considered their legal property when those assets come from a third party, such as an insurance company. We can help you establish one.
• Wills: A well crafted will can give your family peace of mind and protect your assets in the event you pass away. It is never too soon to draft a will, and our La Cañada wills attorney can help.
• Legal Disputes: Disputes among beneficiaries are common once someone passes away. We can advocate on your behalf whenever a legal dispute arises and help work toward a resolution.
• Estate Planning: Estate planning is a big job that involves many different elements working in unison to meet a client’s goals. Our La Cañada estate planning lawyers have the experience and dedication to make it happen.
• Tax Disputes: Our La Cañada tax attorney is a former IRS collection officer who understands the most effective ways to resolve tax problems. Tax liens, wage garnishments, and back taxes are no match for Attorney Port.
• Power of Attorney: A power of attorney gives someone the authority to act on another person’s behalf for legal and healthcare purposes. Our firm can help you decide whether a power of attorney is right for you.
• Conservatorships & Guardianships: Sometimes, a disabled loved one or a minor requires more care and legal protection. We can help you establish a conservatorship over a loved one who cannot handle caring for themselves or a guardianship over a person under age 18.

What Are the Key Steps in Estate Planning?

Estate planning is crucial for ensuring your assets are distributed according to your wishes. Here are the key steps involved:

1. Assess Your Assets: Begin by evaluating your financial situation. Take stock of all your assets, including property, investments, and personal belongings.
2. Set Clear Goals: Determine what you want to achieve with your estate plan. Whether it's taking care of family, supporting a charity, or minimizing taxes, having clear goals is essential.
3. Create a Will: Draft a will to specify how you want your assets distributed after your death. This document will serve as the foundation of your estate plan.
4. Establish Trusts: Consider setting up trusts to manage your assets and protect them from probate. Trusts can provide more control over how and when your assets are distributed.
5. Designate Beneficiaries: Update beneficiary designations on retirement accounts, insurance policies, and other financial instruments to reflect your current wishes.
6. Plan for Taxes: Consult with a legal or financial expert to understand the tax implications of your estate and develop strategies to minimize them.

By following these steps, you can create a comprehensive estate plan that protects your interests and ensures a smooth transfer of your assets. For experienced guidance, reach out to our estate planning & probate lawyers in La Cañada.

Why Choose Us for Your Estate Planning Needs?

At the Law Office of Mitchell A. Port, our La Cañada probate & estate planning attorneys understand that estate planning is not just about drafting documents; it’s about securing your legacy and ensuring peace of mind for you and your loved ones. Our team is dedicated to providing personalized service tailored to your unique circumstances, making the process as smooth and stress-free as possible.

Here are some compelling reasons to choose our firm for your estate planning:

• Expertise in California Law: Our attorneys are well-versed in California probate and estate planning laws, ensuring that your documents are compliant and effective.
• Comprehensive Services: We offer a full range of estate planning services, including wills, trusts, powers of attorney, and healthcare directives all under one roof.
• Client-Centered Approach: We prioritize your needs and concerns, taking the time to listen and understand your goals to create a customized plan that reflects your wishes.
• Ongoing Support: Estate planning is not a one-time event. We provide ongoing support and updates to your plan as your life circumstances change, ensuring your estate plan remains relevant and effective.

Let us help you navigate the complexities of estate planning with confidence. Connect with us to schedule a consultation with an estate planning & probate attorney in La Cañada and take the first step towards securing your family's future.