WATERMAN SICHON & CARAVETTA LLP




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www.oc-estateplanner.com

1352 Irvine Boulevard, Suite 211, Tustin, California 92780 (714) 508-7015

At Waterman, Sichon & Caravetta LLP, we provide our clients with over 45 years of legal experience to assist in solving their personal and business needs, whether those needs involve estate planning, business succession, business transactions or litigation.  Further, the practice reverses the path of traditional client handling methods found in typical law firms.  Waterman, Sichon & Caravetta, LLP prides itself on being different.  Every client is provided with the personal attention, compassion and respect that they deserve. 

The Law Office of Waterman, Sichon, & Caravetta LLP is a firm that focuses in estate planning, business succession planning, business litigation, and business transactions. We provide comprehensive estate planning, tax planning, business succession planning, charitable planning and wealth transfer services to you, your families and your businesses.

Waterman, Sichon, & Caravetta LLP represents clients in OrangeCounty, San DiegoCounty, Los AngelesCounty, RiversideCounty, and San BernardinoCounty. With our experience and expertise in estate planning, we can offer practical and cost-effective solutions to all of your estate planning needs.

    Benefits of Setting Up An Estate Plan

1.    You will achieve piece of mind for yourself and loved ones.

2.     You will avoid the cost, delays, and trouble of probate.

3.     You will maximize your tax shelter from federal estate tax and possibly leave your entire estate tax-free to your beneficiaries.

4.     You will provide for the distribution, over time, of your property to beneficiaries who are currently too young to receive a lump sum or are unable to manage their entire inheritance.
 

5.     In the event that you become incapacitated, or for individuals who are incompetent, the use of durable powers of attorney for property management and the advance health care directive
stating one's medical wishes allow for the orderly continuation of your personal affairs and health care according to your specific instructions.

6.     You can provide for ease of transition of business holdings.

Our philosophy is simple-

Provide our clients direct access

to their attorney so that we may

better serve them

 

Useful Links

FindlawFor The Public: 
http://www.findlaw.com/

AARP : http://www.aarp.org/families/end_life/

California Medical Association Advanced Care Directive Kit
http://www.cmanet.org/bookstore/product.cfm?catid=12&productid=154

California Statutory Will
http://calbar.ca.gov/calbar/pdfs/publications/Will-Form.pdf

Orange County Superior Court:
http://www.occourts.org/

Riverside County Superior Court:
http://www.riverside.courts.ca.gov/

San Bernardino Superior Court
http://www.co.san-bernardino.ca.us/courts/flash.asp

Save Wealth Estate Planning Articles

http://www.savewealth.com/planning/estate/



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