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Estate Planning is Confusing

We're Going to Change That

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With Acorn Law, Estate Planning Experts

We’ll talk through everything it takes to make a great estate plan.

…We now have peace of mind that our affairs are in good order and that my husband will be well taken care of should he survive me…
Los Angeles Estate Planning Client

Marc Mackenzie of Acorn Law

What does an estate plan do?

Do you want to leave a mess, or do you want to leave a roadmap for your family to follow and a team to help guide them after you are gone?

With an estate plan that's created the right way, your family knows your wishes. Your famliy stays out of court. It prevents fighting, and keeps you in control. It keeps taxes, fees and costs to a minimum. And it leaves a legacy for your family.

Keep your famliy out of court

Decide who can make decisions for you, if you cannot - and not a California judge

Avoid unnecessary taxes and fees

Leave a lasting legacy to your family

Get the answers you need and call us today or use the button below to request a free consultation.

Call Now: 805-386-9746
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…We now have peace of mind that our affairs are in good order and that my husband will be well taken care of should he survive me…
Los Angeles Estate Planning Client

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A husband and wife eating dinner together

When it comes to your family, the details matter

They’re interesting and strange, but they’re still your family. And when it comes to protecting them, we know you want to get it right.

The problem is, most estate planning leaves your family vulnerable to fighting, stress – at an already difficult time – and possibly the probate court.
With an estate plan done correctly, your family knows your wishes. Your assets are preserved. The government doesn’t take any money it’s not owed, and you leave a legacy of love.

Our Proven Process For Creating An Estate Plan That Works

This is How We Do It

Frequently asked questions

There are probably other questions you have that are unique to your situation. We can answer those too!

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  • Why Do I Need an Estate Plan?

    Having an estate plan is like a roadmap for your legacy. It ensures that your wishes are followed when you’re no longer able to express them. Estate planning also helps protect your assets and loved ones, minimizes legal complications, and can reduce stress during difficult times.

  • I Have An Old Estate Plan. Will It Still Work?

    Estates plans should be reviewed and updated as life changes. Your family may have changed, your assets and finances may have changed, your own plans and goals may have changed, and yes, sometimes the law change too. That is why we maintain a long-term relationship with our clients, to ensure their planning is kept up to date and will work when the time comes.

  • What Happens If I Don't Have an Estate Plan?

    Without an estate plan, your assets may go through a lengthy and costly legal process called probate. Your assets might not be distributed as you wish, and disputes among your loved ones can arise. An estate plan helps avoid these issues and gives you control over your legacy.

  • How Can I Minimize Estate and Other Taxes?

    Minimizing estate taxes involves careful planning. Strategies can include gifting, setting up trusts, and other tax-efficient structures. A well-designed estate plan can help you preserve more of your assets for your heirs and beneficiaries.

  • What Is the Difference Between a Will and a Trust?

    A will and a trust both dictate how your assets should be distributed, but they function differently. A will takes effect only upon your passing and goes through probate, a length and expensive court process, while a trust can be active during your lifetime and avoid probate, allowing your family to settle your estate without stepping foot in a courtroom.

  • How Can I Make Sure My Wealth Stays in the Family?

    A well-designed estate plan ensures not just that your estate can be settled without complications and courts, but can also ensure the legacy you leave to your children can continue on to your grandchildren and future generations.

  • What Causes Estate Plans to Fail?

    The two most common problems with living trust centered estates plan that we see are 1) your financial accounts and assets were never properly transferred into the trust and 2) the trust is outdated and has not been updated to reflect your current situation. This is why we have lifelong relationships with our clients, and we work with you to ensure all of your accounts and other assets are properly aligned with your plan.

  • Can You Work With My Financial Advisor?

    Absolutely! We believe in a team-based approach to estate planning and that your professionals should be working together to ensure your estate plan is going to work the way you want it to.

Who is Acorn Law?

We're estate planning attorneys with purpose.

We work with families to ensure a plan is place, one that will actually work, and to be there to guide your family when the time comes. We provide you with peace of mind and security knowing your loved ones will be taken care of.

There's always uncertainty when it comes to estate planning. We make it easy.

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