What is Estate Planning?

Legal State of Mind

Irregardless of one's age or wealth, an estate plan can ensure that your wishes are carried out and provide more ease and less stress to your loved ones when you pass away.  Estate planning encompasses a range of objectives.

  • How and whom to distribute assets to;
  • Determining if property is separate or community property;
  • The long-term needs of disabled individuals;
  • Probate alternatives;
  • Avoidance of estate taxes;
  • Burial Request;
  • Appointing a guardian for minor children;
  • Developing a trust for future wishes;
  • Appointing a power of attorney.

Because each person has differing estate planning needs, it is best that you contact me to discuss solutions that will fit your needs.