|
|
|
Member and Past President of the Santa Clarita Valley Bar Association
|
|
Helping clients create a legal "toolbox" to protect themselves and their families.
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.
A solid estate plan helps answer the following two questions:
1) Who has legal authority to act on your behalf if something happens to you (incapacity, death, etc.)
2) Who will inherit your assets and how will it happen?
Do you have the legal tools in place that will be necessary to assist you in the event of incapacity and after you pass away? This is the process called "Estate Planning!" My name is Robert Mansour, and I've been an attorney since 1993. I am dedicated to protecting your interests and handling your case with personal attention, professionalism, and compassion. Call (661) 414-7100 to set up a consultation. We are here to assist you, so please give us a call.
2) Who will inherit your assets and how will it happen?
Do you have the legal tools in place that will be necessary to assist you in the event of incapacity and after you pass away? This is the process called "Estate Planning!" My name is Robert Mansour, and I've been an attorney since 1993. I am dedicated to protecting your interests and handling your case with personal attention, professionalism, and compassion. Call (661) 414-7100 to set up a consultation. We are here to assist you, so please give us a call.
