Estate Planning

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Estate Planning

We offer a comprehensive estate planning package that fully protects you and your family, and ensures you will avoid probate and reduce your estate taxes. We offer full estate planning packages at extremely competitive prices. We are currently offering a complete estate plan for individuals for $1,000.00 and married couples for $1,600.00. Call us today to schedule a free consultation so we can determine the best estate plan for your needs, or help you avoid a costly conservatorship or probate proceeding!

Wills And Trusts

Wills: We will draft a pour-over will that guarantees anything not listed in your trust will become part of your trust upon your death.

Trust: The trust we create will depend on the amount and type of assets you have, but generally, we create a revocable trust that holds your real property and personal property, and directs the trustee of your trust to distribute all of your assets according to the terms of the trust. There are also assets that we can specifically designate a beneficiary, such as payable on death bank accounts, so these assets will avoid probate and can be distributed immediately upon complying with California notice requirements.

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Durable Power Of Attorney

This document will ensure that someone will oversee your financials in the event you become incapacitated. This gives you the power to nominate several successor agents to ensure you have someone in place should you be unable to make decisions for yourself regarding your finances.

Advance Health Care Directive

Your Health Care directive is similar to your power of attorney, only instead of giving someone else power to make decisions about your finances, you grant a third party the authority to make decisions about your health should you become incapacitated. This document can also keep you out of conservatorship proceedings. If a conservator is nominated to conserve you by the state, you could end up spending hudreds of thousands of dollars over the life of the conservatorship, but you can avoid that by spending a little bit now to create your estate plan and ensure you have a conservator in place to take care of you should you be unable to take care of yourself.

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Guardianship

We will appear in court to determine the best guardian for a minor child. This can be a very difficult time and you need an attorney to ensure your rights are protected so the minor child does not end up in the wrong hands.

Conservatorship

Our attorneys have experience representing proposed conservatees in conservatorship proceedings, and understand the laws to ensure that you are able to make decisions for yourself. An attorney is absolutely necessary in these proceedings, as you could be conserved by someone you do not know and trust, which can subject you to exorbitant expenses that will eat away at your retirement.

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