A: Estate planning is the process of organizing your assets for distribution in the event of your death or incapacity. If you don’t make plans, the state will decide how your assets are distributed and controlled.
A: An Estate Plans allows you to:
A: An estate planning process involves:
A: An initial consultation involves:
A: We determine fees in the following manner:
A: A will is a written legal document with instructions for disposing of assets after death. To be effective in California, a will must be witnessed by two people who are present at the signing of the will. The will can only be enforced through the probate court.
A: A trust is a written document and legal entity that is established to hold assets for the benefit of persons or entities. There are many types of trusts that a person or business entity can use to achieve their individual goals.
A: A durable power of attorney for finance is a written document that grants permission for another person to act on your behalf in regard to your financial affairs. It can be effective immediately or upon your incapacity.
A: An advance health care directive is a written document which specifies your medical wishes and end-of-life health care decisions. It also indicates who you want to make medical decisions for you in the event of your incapacity.