Estate Planning

Plan your future by planning your estate.

California has an estate plan in place for you.  It outlines how all of your possessions will be distributed and to whom they will go.  However, it bases this distribution on only family and marital relationships. This is rarely all that needs to be considered when it comes to how you want your possessions to be dispersed.

Estate planning is about more than simply distributing your assets. It is about peace of mind and passing on family values as life progresses.

Happy Grandmother Family People Grandparents

Families are fascinating and dynamic. Each one has its own quirks and unique character. The peace of mind that comes with having an estate plan in place, such as a will or living trust, one designed by you and your lawyer rather than the state of California, is invaluable. It guarantees that your unique family will understand your wishes, your values and be protected.

In order to protect your family and ensure that your wishes are carried out upon your incapacitation or death, an estate plan is necessary. Putting in place a legal way to accomplish your goals is a smart move, no matter how large or small your estate may be.

Four essential documents every estate plan should have:

Why have an estate plan?

  • Protect your loved ones
  • Protect your assets
  • Avoid probate
  • Avoid unneccessary taxes
  • Provide for minors
  • Peace of mind

Common documents in an estate plan:

  • Will
  • Revocable living trust
  • Pour over will
  • Durable power of attorney
  • Advanced healthcare directive
  • Property agreements

Everyone can benefit from even a simple will, and many can accomplish larger goals with a living trust. The help of a lawyer is essential in achieving your goals.  One of the first things we do is meet to discuss the current state of your affairs and your desires. This is a global process - everything from property you own to who you want to make decisions in the event you become incapacitated will be touched on. A competent lawyer understands that this process is not a one size fits all. We will create a plan that gives you the assurance that your wishes will be carried out.

Please complete this Family Wealth Inventory and Assessment sheet before your Family Wealth Planning Session so we can better serve you: