Estate Planning Attorney Simi Valley Ca 2018-04-09T21:07:58+00:00

Estate Planning Attorney Simi Valley Ca

S. Sharon Yoon is a licensed attorney offers estate planning services for those living in Simi Valley, Ca.

#Estate Planning Attorney

S. Sharon Yoon
Senior Partner

Estate Planning Attorney Simi Valley Ca

Estate Planning Attorney Simi Valley Ca – S. Sharon Yoon is a licensed attorney and Certified Specialist by the California State Bar, in estate planning, trust, and probate law. She has been a licensed estate planning attorney for over 10 years. In addition, she is bilingual in English and Korean, this allows her to serve a broad constituency of individuals and have helped countless families and individuals in all areas of estate planning. Learn more about S. Sharon Yoon and how she can help you with your Estate Planning needs.

What is an Estate Planning Attorney Simi Valley Ca?

An Estate Planning Attorney Helps Plan Your Future and the Future of your loved ones.   S. Sharon Yoon, an estate planning attorney who, through years of coaching, continuing legal education, and experience, understands how to advise clients on getting their affairs in order before potential mental disability or death occurs.

What Does an Estate Planning Attorney Do?

S. Sharon Yoon specializes in estate planning. She develops a plan to mitigate or avoid estate taxes and works efficiently to ensure that you or your families life’s savings and assets are safe from your beneficiaries’ creditors after your death. Moreover, she can prepare powers of attorney and health care directives, arranging for someone to take care of your affairs or theirs in the event you should ever become mentally incapacitated. She can help you avoid guardianship or conservatorship issues if you need someone else to look after your affairs.

Estate Planning by S. Sharon Yoon – Your Choice for Estate Planning Attorney Simi Valley Ca

Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. It typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. However, the ultimate goal of an estate plan is determined by your specific goals and may be as simple or complex as you want.

We Offer Two Types of Estate Plans for Simi Valley Ca residents

Everyone has heard the terms “will” and “trust,” but not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes, and both can work together to create a complete estate plan.

#Estate Planning Attorney

Estate Plans: Wills and Trusts

One main difference between these two estate plans – a will and a trust is, that a will goes into effect only after you die, while a trust takes effect as soon as you create it. A will is a document that directs who will receive your property at your death and it appoints a legal representative to carry out your wishes. By contrast, a trust can be used to begin distributing property before death, at death or afterward.

Another difference between a will and a trust is that a will passes through probate. That means a court oversees the administration of the will and ensures the will is valid and the property gets distributed the way the deceased wanted. A trust passes outside of probate, so a court does not need to oversee the process, which can save time and money. Unlike a will, which becomes part of the public record, a trust can remain private.

For those who own a piece of real property or have more than $150,000 in his/her name would most likely need the TRUST centered estate plan. The TRUST centered and the WILL centered plan is similar in that they consist of similar documents:

Will Centered – Estate Plan

  • Will
  • Durable Power of Attorney for Finances
  • Advance Health Care Directive
  • HIPAA Authorization

Trust Centered Finances – Estate Plan

  • Revocable Trust
  • Certification of Trust
  • Pour Over Will
  • Durable Power of Attorney for Finances
  • Advance Health Care Directive
  • HIPAA Authorization
  • Funding of Trust

Each of these estate planning documents is crucial and integral tools for an estate plan. Depending on your specific needs, the estate plan can be customized.

  • Sharon Yoon is a licensed attorney and Certified Specialist by the California State Bar, in estate planning, trust, and probate law. She has licensed attorney for over 10 years.
  • She holds a Bachelor of Arts in Political Science from the University of California at Los Angeles, and a Juris Doctor from Ventura College of Law, where she graduated #1 in her class.
  • Sharon Yoon is bilingual in English and Korean, allowing me to serve a broad constituency of individuals and have helped countless families and individuals in all areas of estate planning for the residence of Simi Valley Ca.
  • Her experience and areas of expertise are estate and business planning, probate, estate and trust administration, asset protection, special needs planning, and Medi-Cal. She is also accredited by the U.S. Department of Veterans Affairs.
  • Sharon Yoon gives back to the community! She volunteers her time and resources with Ventura County Grey Law and Ventura County Military and Veterans Legal Clinic, where I assist the elderly and veterans with their estate planning needs.

Estate Planning Attorney Simi Valley CA

Estate Planning Questions and Answers

Q: What is probate?

A: Probate is a court process. Generally, there are several steps to this process. The court appoints a person to be in charge of the decedent’s estate. This person is called the personal representative. This individual gathers, sells, and distributes the decedent’s assets to the appropriate persons or entities, pays the decedent’s appropriate bills, and files tax returns. All of this is done under the court’s supervision.

Q: Why do people want to avoid probate?

A: It can be a time consuming and costly process. Proper estate planning can avoid Probate. If you do need to go through the Probate process, I can help you through every step of the process.

Q: What happens if I die without a Will?

A: In California, if you die without a Will the State of California and the Superior Court will decide who will be in charge of your estate and who will inherit your estate.

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Estate Planning Testimonial – Simi Valley Ca

Sharon Yoon is trusted and relied upon by many. See what others say about her and the estate planning services she provides.

Estate Planning Attorney

CHRIS P. – FACEBOOK

“Sharon takes something that could be stressful and emotional and turns it into an easy process that gives me peace of mind. She is very organized, friendly and approachable. She is very knowledgeable in helping out how to protect family’s assets.”

Estate Planning Attorney

ALEEM K. – YELP

“Sharon was great! Very thorough, very on top of things. She made the process very easy. I would highly recommend her for trust formation.”

Contact S. Sharon Yoon for your FREE
Estate Planning Consultation

Be prepared!  Establish your estate plan before potential mental disability or eventual death occurs.

START YOUR ESTATE PLANNING – CONTACT SHARON TODAY

S. Sharon Yoon should be your first choice for an Estate Planning Attorney Simi Valley Ca

S. Sharon Yoon is a Certified Specialist in Estate Planning, Trust and Probate Law

Probate

Probate is the court supervised process for identifying a decedent’s assets, taxes, debts, and expenses and distributing the balance to beneficiaries.

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Estate Planning

Let Sharon, your Estate Planning Attorney Simi Valley Ca, advise you on the differences between a living trust and a will, and how they benefit you.

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Medi-Cal Planning

Medi-Cal is California’s version of Medicaid. There are certain eligibility requirements for this program that can be hard to overcome.

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Trust Administration

People create trusts during their lifetimes to protect their families from the costly & timely process of probate, to reduce estate taxes, to protect a loved one.

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