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COUNTERPOINT LEGAL
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WHAT YOU NEED TO KNOW ABOUT

EST​ATE PLANNING

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ESTATE PLANNING IS NOT JUST FOR WEALTHY PEOPLE

You should consider estate planning if you have:
  • ​Children under the age of 18 or special needs children of any age
  • Assets worth more than $150,000
  • A desire to minimize estate taxes
  • Concerns about what will happen if you become incapacitated
  • Preferences for your later-life care
  • A blended family
  • Preferences about the distribution of your possessions after you pass away
  • A wish to maintain privacy over your financial affairs

A WILL IS NOT ENOUGH

A will is just one aspect of a complete estate plan; it does not avoid probate or begin to "cover all your bases." In addition to a will, most estate plans should also include a Revocable Living Trust so your heirs can avoid probate, an Advance Health Care Directive specifying the medical care and intervention you do or do not want, and a Durable Power of Attorney appointing someone to handle your affairs if you become incapacitated.

YOU REALLY WANT TO AVOID PROBATE

Probate is a legal process for distributing the property of a deceased person. Probate takes from 9 months to around 2 years, ties up your assets during this time, and cost thousands of dollars. Probate is an expensive, time-consuming hassle that can be avoided with proper estate planning.

DO-IT-YOURSELF DOCUMENTS ARE OFTEN INCORRECT

No book, software program, or website can possibly account for each person's unique situation and needs, keep up with the laws in each jurisdiction, and create a fully personalized plan. It's no wonder that do-it-yourself legal documents often fail to accomplish the writer's goals.

CALL OR EMAIL US TODAY!

EMAIL

info@counterpointfirm.com
morgan@counterpointfirm.com
​

PHONE

619.780.3303
schedule a consultation​

Counterpoint Legal

Providing comprehensive legal solutions since 2016, we offer a complete array of legal services at affordable prices. Founder Morgan Ross relies on years of practice as a trial attorney and his vast experience to ensure the absolute best results for our clients.Through creative problem solving, collaboration, and determination we are truly able to help our clients get results and create a balance of power.

San Diego, CA Law ​Office 

(619) 780-3303 | Fax: (619) 344-0332
1901 First Avenue, Suite 405
​San Diego CA 92101

admin@counterpointfirm.com

Hagatna, Guam Law ​Office 

​1-800-671-5949
414 W Soledad Ave, #500
Hagåtña, Guam 96910

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  • Home
    • San Diego Law Firm | Counterpoint Legal >
      • Morgan D. Ross
      • Makyla Vigil
      • Jillian Connery | Lawyer in San Diego
      • Salena Garcia
      • Lanie Calingasan
    • Hagatna Guam Law Firm | Counterpoint Legal
  • Services
    • Bankruptcy Law >
      • Zero Down Chapter 7 Bankruptcy
    • Estate Planning
    • Criminal Law
    • Family Law >
      • 7 DAY DIVORCE
    • Child Custody, Support and Visitation​
    • Adoptions
    • Elder Abuse and Neglect
    • Juvenile Law
    • Landlord-Tenant/HOA Issues
    • Employment Law
    • Consumer Protection Law
    • Traffic/DUI
    • Guardianship/Conservatorship​
    • Personal Injury
  • Contact Us
  • Testimonials
  • Make a Payment
  • News