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Preston Estate Planning
12396 World Trade Drive, San Diego, California, United States
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About the Preston Estate Planning
Preston Estate Planning, located in San Diego, California, is a trusted institution specializing in estate planning for nearly forty years. Unlike other trusts that solely focus on avoiding probate, Preston Estate Planning offers comprehensive solutions that also address tax reduction, asset protection, and disability planning. They have identified common issues with traditional estate plans that can lead to unintended consequences, such as triggering high taxes, exposing assets to potential lawsuits, or causing complications for beneficiaries in the event of incapacity or death.
Their unique approach includes the development of a Life Plan, which goes beyond the industry standard Death Plan to incorporate eight features that safeguard your assets. By incorporating strategies like Inheritance Trusts and Capital Gains Elections, Preston Estate Planning ensures that your estate plan is tailored to your specific needs and goals.
Client testimonials praise the professionalism, compassion, and expertise of the team at Preston Estate Planning, highlighting the peace of mind and confidence they have gained through working with them. The institution offers valuable resources such as seminars, brochures, and educational materials to empower clients to make informed decisions about their estate planning needs.
In addition to estate planning services, Preston Estate Planning also provides guidance on choosing successor trustees, establishing incapacity protocols, and ensuring access to important health care documents during medical emergencies. Their commitment to staying current with evolving laws and providing ongoing support to trustees demonstrates their dedication to helping clients create estate plans they can trust.
Photos of Preston Estate Planning
12396 World Trade Dr UNIT 301, San Diego, CA 92128, United States
Opening hours of Preston Estate Planning
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Preston Estate Planning
"I have had trusts done by two other attorneys and Preston Estate Planning is by far the most comprehensive. I had left some property in my Exemption trust and my heirs were going to have to pay taxes on their inheritance. John Preston showed me how to bring the property back into my trust which will save them over $250.000. PEP also has ongoing seminars which are very helpful with the ever changing tax code."
"I appreciate Preston Estate Planning. They have been supportive of my family both in the creation of our trust and continued updating that we have needed due to my husband's passing. They are experts in the world of trusts and provide their clients with ongoing education that is easily accessed online. I feel confidant that they will be there to provide continued support of my family in managing our trust."
"I especially enjoyed this month's video on Emergency Medical Documents Accessibility since I had to have an emergency hernia repair. I had forgotten about the medical card in my wallet. Two questions: is it possible to have more than one medical power of attorney? (I have 2 sons and would like both to have the power) Is it possible to get the medical card for each power of attorney person? It is great to know I can ask these questions and get an answer."
"Preston Estate Planning - Highly recommend. They are thorough, effcient, and easy to reach and communicate with. This is a very professional company and we are quite happy with the product. Our living trust and all its contents are in order. I love watching the life plan member videos as well. They are VERY informative."
"My parents set up their Living Trust with Preston Estate Planning back in 2008. From the start, we were impressed with the wealth of information and support Preston's team provides. When my mother passes away and my father was depressed and not following through, they were intentional about getting in touch with me to make sure all appropriate changes were made in a timely manner. They have guided me through caring for my father since his disability. We decided to put together our own trust this past year, and they have been attentive and helpful through the process. Even our bank was impressed with the level of ease and organization Preston's plan offered when we were updating our accounts to reflect the trust. I highly recommend Preston Estate Planning as I feel that their services fully serve our needs now and into the future."
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