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Your estate plan is more than a list of assets and recipients

Coming to the terms of your estate plan is something that you have to think carefully about. Some people are fortunate enough to have simple estate plans that don't take much work. For other people, the process is a bit more involved. Just because you might have a bit more work to do to get the plan together doesn't mean that you should put the process off.

We know that you haven't worked as hard as you have just to let your assets go to waste when you pass away. Instead of just letting the chips fall where they may, you can come up with a play-by-play plan for where things will go.

One thing that you need to realize is that the estate plan is more than just grabbing a piece of paper and jotting down who will get the ornate dog statute and who is going to have to find a way to haul the living room furniture away. You might also have to think about homes, real property, business holdings and vehicles.

No matter what you have in your estate, you need to have an estate plan that takes your family into account. Some people funnel everything to their children while others choose to help out their children, grandchildren, nieces, nephews, close friends and even charities.

We can help you to find ways to make your estate plan reflect your wishes. From writing out your will to establishing trusts and verifying payable on death designations, we are here to work with you develop a comprehensive plan that your loved ones can follow when you aren't here to enjoy your assets any longer.

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Brumfield & Hagan, LLP
2031 F Street
Bakersfield, CA 93301

Phone: 661-215-4980
Fax: 661-215-4989
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