Are You Ready To Start Your Estate Plan?
Everyone has some anxiety about crafting their estate plan. It’s natural to feel uncomfortable, considering what will happen to those you love after you pass. That’s why you want to work with an experienced attorney who will help you maintain clarity and put you at ease.
For over 30 years, I have helped families throughout California set up and settle their estate plans. I work with people from every walk of life and offer guidance on all of their estate planning concerns. My goal is to help you create an estate plan that gives you confidence for your future and security for your heirs.
The Right Time To Create An Estate Plan Is…
When you’re ready and while you are able. However, what “ready to establish an estate plan” looks like is different for everyone. Most of my clients tell me that they decided to take the step because:
- They are getting older
- They don’t want the State to take it
- They are going on a trip or have a surgery coming up
- They recently lost a friend or loved one
While these are a few of the reasons people often decide to start their estate plan, I don’t focus on your reasons. Rather, I focus on your needs and work hard to build a plan that helps you have confidence in your future. It is also important to realize that our tomorrows are never guaranteed. Thus, the ideal time to plan is now while you have the ability to do so.
Common Parts Of An Estate Plan
The major goals of an estate plan are to minimize the time and cost associated with settling the estate, minimizing the tax burden on your estate, and preserving the assets for your heirs. It also creates a method whereby the people you trust can act on your behalf in the event of your incapacity. A comprehensive estate plan may include some of the following:
- Crafting trusts
- Establishing wills
- Creating a Durable Power of Attorney
- Creating Advance Health Care Directives
- Creating a gifting plan
I will guide you through the entire process of creating a solid estate plan that will be easy to understand and follow without the necessity of going to Court. I will also guide you on matters with Medi-Cal long term care benefits ensuring that your needs are met but that you don’t lose your entire estate in the process.