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Know the components of an estate plan

Estate planning is important for all adults, but when you have a business to think about or considerable assets, you have to take the time to ensure that your estate plan clearly conveys your wishes. There are several tools that you can use to create an estate plan that shows what you want to happen. We can help you to go through the different options that you have so that you can choose the ones that you feel are best for your situation.

Of course, the backbone of the estate plan is the will. This is the important document that tells your heirs who will receive what property. This should be created in accordance with applicable California laws, so we can help you to ensure that your will meets the legal criteria for this.

Another option that you have in your estate plan is the trust. There are different types of trusts that all have different purposes. We can discuss your needs, your situation, and your wishes to help you determine which types of trusts, if any, you plan on using. Once you make a plan, we can help you to get things moving.

You should also think about who will stand in your stead if you can't make decisions for yourself. Typically, you will create a power of attorney for your finances and one for your health care. We can help you to handle these documents.

Ultimately, the goal of your estate plan is to have everything covered so your family members don't have to wonder about your wishes when you are gone. We can help you make this time a bit easier on them by helping you to create your estate plan.

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