Our Estate Attorneys Will Protect What Matters Most To You in Santa Barbara

 

Bartlett & Herrington, P.C. is devoted to providing exceptional estate planning services to families and individuals in Santa Barbara.


SCHEDULE A STRATEGY SESSION
 

Our Estate Attorneys Will Protect What Matters Most To You in Santa Barbara


Bartlett & Herrington, P.C. is devoted to providing exceptional estate planning services to families and individuals in Santa Barbara.


SCHEDULE A COMPLIMENTARY STRATEGY SESSION

Contact Us Today

Call (805) 576-7693 to speak with our experienced Trusts & Estates attorneys.

SANTA BARBARA TRUSTS & ESTATES ATTORNEYS

Families and individuals in Santa Barbara need estate planning services in order to put their affairs in order. We focus on delivering highly customized estate plans to accomplish your unique goals. Through counseling, we create estate plans designed to protect your family in Santa Barbara, reduce conflict, avoid the delays and expense of probate, and provide highly personalized services. We strive to exceed our clients’ expectations and build ongoing relationships with multiple generations.

The foundation of our practice is delivering outstanding service that our Santa Barbara clients expect and deserve. Our techniques include everything from simple wills and living trusts to sophisticated tax, asset protection and business succession strategies. We are a results-oriented firm, committed to being recognized as leaders by our clients, other legal professionals and the Santa Barbara community in which we live and work.

We invite you to contact us today to begin planning for your family.


MEET OUR ATTORNEYS
Wealth Counsel

Academy of VA Pension Planners

Elder Counsel

TESTIMONIALS

“I have worked with numerous attorneys over a 10 year period in my personal and business dealings, and after hiring Neal I am confident that he will be the only attorney I will work with on any future matters. On a scale of 1 to 10, he is a 10.”

-T.C.

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Bartlett & Herrington, P.C.


4299 Carpinteria Ave., Suite 101
Carpinteria, CA 93013

Phone: (805) 576-7693
Fax: (805) 576-7697

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SCHEDULE YOUR FREE ESTATE PLANNING SESSION


Bartlett & Herrington, P.C.

4299 Carpinteria Ave., Suite 101
Carpinteria, CA 93013

Phone: (805) 576-7693
Fax: (805) 576-7697

  • This field is for validation purposes and should be left unchanged.
Should Santa Barbara Residents Take Estate Planning More Seriously?

Estate planning isn’t something that everyone gets around to doing. There can be many reasons for that. It isn’t like everyone walks around thinking they are invincible, but their demise isn’t a popular subject for thought. Besides, there is another reason why people don’t get too much into planning out their last will. They think there isn’t any need to because they aren’t leaving enough behind.

If you look at the benefits of planning out your estate and how it can help those you love, you might end up changing your mind. You want to take inventory of what you have. Think about those items that certain people in your family might want. You don’t want to sit there thinking about your family fighting over anything, but taking this step just ensures a smoother process in general.

Santa Barbara residents need to realize that planning out an estate does much more than just help designate what goes to whom. What about money that is left behind? You can choose every penny to the right party, and that includes charities and wherever else you may be wanting your money to go. Planning out your estate is also supposed to help with taxes.

However, if you have a smaller property, to you get tax benefits? People always talk about how the death tax only applies to individuals who have much larger estates. These are things you need to know about when it comes to your estate so that you can decide whether or not they matter so much and what your next steps should be. Since planning out an estate is so involved, people sometimes hire lawyers.

When planning ahead of time, there are just going to be certain things you can do that provide advantages. For example, you can even look into using insurance products to benefit from tax breaks. You have to decide how far you want to go when it comes to your estate. It might be that you don’t have as much to plan out, but that giving it some attention now would still be a good idea. Hey, at least you would have it done.

Have you been hearing your friends talk about their estates? Sometimes that is what gets people thinking about their properties. If it is brought to your attention, maybe it is time to take action. Perhaps you have seen another family have a rough time due to the lack of estate planning done by a family member that passed suddenly.

Some people think that they need to plan their estates but that it can wait until later. It is a process that can be started at any time so that everything is always ready based on your current situation. No one knows when the time is up, so estate planning is a part of helping your loved ones not have so much to figure out when it is your time to go.