Estate Planning
San Diego

Considering the future well-being of your family after you’re gone is not a topic most people willingly contemplate. Nevertheless, making decisions about a plan now can provide financial stability for your family and alleviate potential complications in the future. Crafting an estate plan is a way to safeguard your family’s interests in the unfortunate event of your demise.

An estate plan guarantees the execution of your wishes, allowing you to specify individuals you desire to inherit your assets, including the timing and manner of their inheritance. A well-thought-out estate plan should also strive to minimize the imposition of taxes, legal fees, or court-related expenses on your estate.

Duffy Kruspodin, LLP is recognized for delivering top-tier estate planning services in San Diego. With over 25 years of experience, we have been a trusted provider of estate planning services in the region. Our team, comprised of seasoned tax, accounting, and San Diego financial professionals, is dedicated to assisting clients in preparing for their family’s financial future. We offer tailored solutions for estate planning, providing assurance that your family will be well-cared-for in your absence. Our services encompass organizing financial records, titles, insurance policies, and assets, as well as handling the legal intricacies to ensure a comprehensive plan is in place.

5 Compelling Reasons Why Estate Planning Is Crucial for You and Your Family:

1. Ensuring Financial Security for Your Family: By designating access to your estate for specific family members, you guarantee a source of financial security for them. Whether it involves real estate or access to bank accounts, proactive estate planning shields your family from potential financial hardships.
2. Asset Protection: Even if you perceive your possessions to be modest, lacking an estate plan means relinquishing control over the fate of your assets posthumously. Estate planning enables you to allocate your property to specific beneficiaries, preventing potential disputes and lengthy legal battles over property division.
3. Mitigating Family Discord: Despite a family’s usual harmony, the presence of property, money, or assets can lead to conflicts. Estate planning empowers you to decide who manages your finances and assets, eliminating uncertainties and potential disagreements among your loved ones.
4. Facilitating Tax Minimization: Collaborating with a professional in estate planning can help reduce federal and state estate taxes, ensuring that your family retains a larger portion of the inheritance. Neglecting estate planning increases the risk of substantial tax deductions from the intended bequests.
5. Attaining Peace of Mind: Establishing your estate plan now alleviates concerns about your family’s well-being in the event of an unexpected demise. The knowledge that you have a comprehensive plan adhering to your directives should bring peace of mind, assuring that your loved ones will be taken care of. Moreover, you can revisit and modify the plan if circumstances change.

Why Entrust a Consultant with Your Estate Planning

For those with substantial or intricate estates, seeking professional assistance for planning is highly recommended. Even seemingly straightforward estates can benefit from the expertise of an estate planner, ensuring a well-rounded approach to securing your family’s future. Engaging an experienced estate planning consultant, particularly in San Diego, provides long-term advantages. Duffy Kruspodin, LLP, with its extensive experience in tax, accounting, and estate planning, stands as a reliable option to address all your concerns and guarantee your family’s well-being. If you have inquiries or wish to initiate steps to safeguard your family’s future, contact our San Diego location at 858-642-5050.

Service Leaders

Mark kruspodin, cpa/pfs

Managing Partner

Contact Mark

DONNA M. FEDER, CPA, EA

Partner in Charge, Los Angeles

Contact Donna

JOSHUA J. BODENSTADT, CPA

Partner in Charge, San Diego

Contact Joshua