Member and Past President of the Santa Clarita Valley Bar Association
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Creating a "Legal Toolbox"
Estate planning involves assessing the client's needs and developing a plan that implements legal tools required to protect the client and the client's family. Some clients think estate planning is only for the wealthy. That is a big mistake. Did you ever wonder how the wealthy stay wealthy? They use the very same legal tools available to average folks. The trouble is average folks don't understand the value of using these tools to make sure they are protected.
There are many estate planning tools available. In some cases, a simple will may be necessary. In other cases, a living trust is appropriate. Other common estate planning tools include the Durable Power of Attorney, Advance Health Care Directives, HIPAA Authorizations, Community/Separate property agreements, business assignments, and much more. Also, within each tool, there are variations to consider. There is no "one size fits all" plan despite what you may have heard.
Please call for a consultation. If you have no estate plan in place, the first meeting is generally complimentary. You will feel great once your legal affairs are in order. Visit our "Get Started" page to get the ball rolling. You can also call our office and set up an appointment today.
There are many estate planning tools available. In some cases, a simple will may be necessary. In other cases, a living trust is appropriate. Other common estate planning tools include the Durable Power of Attorney, Advance Health Care Directives, HIPAA Authorizations, Community/Separate property agreements, business assignments, and much more. Also, within each tool, there are variations to consider. There is no "one size fits all" plan despite what you may have heard.
Please call for a consultation. If you have no estate plan in place, the first meeting is generally complimentary. You will feel great once your legal affairs are in order. Visit our "Get Started" page to get the ball rolling. You can also call our office and set up an appointment today.
