Santa Clarita Estate Attorneys

Estate Planning

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When it comes to you and your family, you want to make sure your legal affairs are in order. It's not always easy to think about, but you need a "plan" in case something were to happen to you or someone in your family. After all, life is a "game" of sorts, and you are best off when you have a "game plan."

It is also important to realize that your estate plan doesn't just cover you in case of death, but also in the event of incapacity. You want to make sure you and your family have the legal tools necessary and available to you in the event of death or incapacity.

Some say that estate planning is only for the "rich" and "wealthy." The problem could be that "estate" seems to connote acres and acres of land, with a beautiful mansion at the top, and people eating caviar while playing croquet. Well, in reality, very few people live that way. The term "estate" simply refers to the things you own (including IRAs, life insurance, bank accounts, real estate, etc.). Therefore, you don't need to be wealthy to plan ahead. In fact, the less you have, the more important planning becomes to preserve your assets.

Features of a Typical Estate Plan may include:

Revocable Living Trust (there are different options available)
Pour-over Will
General Durable Powers of Attorney
Advance Health Care Directives
HIPAA Authorizations
Community and/or Separate Property Agreements
Business Assignments
Nominations of Guardian for Minor Children
Nominations of Conservator
Schedule of Assets
Grant Deeds and/or Trust Transfer Deeds
Guidance Regarding Titling of Assets

Protect Your Family Today:

If you have no plan in place, call today for a no-obligation free consultation. At the very least, you will get the momentum going by setting up an appointment.