Many people think that estate planning is something that only the elderly or wealthy need to think about. But if you care about who will take care of you if you become injured or ill, or about who will manage your finances if you become unable to do so, or about who will receive your estate after your death, then no matter the size of your estate, it’s never too early to start planning your estate. Estate planning may also encompass structuring your assets to avoid probate, planning to minimize estate tax, and addressing special issues such as providing for minor children, disabled dependents or other family members.
I can help you make the right decisions through personal planning for your estate and your family. This typically includes a review of your assets and your family situation, followed by preparation of documents for your specific situation. Some of the commonly used documents include:
• Revocable Living Trusts
• Powers of Attorney for Health Care and for Financial Matters
• Health Care Directives and Living Wills
• Cremation or Burial Instructions
• Community Property Agreements
• Special Needs Trusts
In advance of your Estate Planning consultation, please complete this confidential information form to the best of your knowledge.