Estate Planning Essentials​
Create your plan, then kick back and relax.
You have the ability to outline how your estate should be managed in the event of incapacity and after your passing, giving your loved ones clarity and peace of mind when it matters most. We understand that every situation is unique, and we’re here to help you clearly document your wishes.
We're all living longer than our ancestors, and hopefully, we’re building some financial stability for ourselves and our loved ones along the way. Many people think that estate planning is just about death, but it is also about how we want to live. What do you envision for yourself as you age? How do you want to be remembered, and what legacy do you want to leave for your loved ones? A comprehensive estate plan considers all of these factors and prepares you for what's ahead.
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The Essentials
The essential documents for most estate plans include:
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Avoiding probate is still an essential part of any comprehensive plan. But figuring out how and when family members and friends will receive gifts of your assets at your death is a major concern and aims to create a peaceful transition. But an often overlooked benefit to creating an estate plan is making decisions for yourself now about what will happen during your life. Think of it as “lifetime planning” that allows you to:
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name specific family members or friends to manage your assets and healthcare in the event of your disability or death
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ensure that your values and wishes are respected
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provide for family members either during or after your death
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avoid family disputes over your healthcare and/or assets
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show your family that you care by providing for them after you are gone
Consider the Whole Picture
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Comprehensive planning starts with a clear vision of your future. Develop a life plan that considers your wishes for your loved ones and for yourself as you age. A key element of this plan is preparing for the potential of incapacity. Who will have the authority to manage your finances if you're unable to? Who should have access to your medical information, and what decisions should they be allowed to make on your behalf?
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If you are married, a comprehensive estate plan will help ensure that your spouse will be able to live his or her remaining years with dignity and financial security. At your death, it can preserve an inheritance to pass along to your family in a manner that will not be squandered because of inexperience, illness, or a marriage gone bad.
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Created with our help, a comprehensive estate plan will allow your assets to be best utilized for your benefit during your life and then ultimately protected and preserved for the benefit of your intended beneficiaries after your death. Your estate plan provides the peace of mind of knowing that you have done what you can to prepare. Click here to see what our happy clients say about our easy process!
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Call to get started! (714) 619-4145!
Complimentary Reviews
We will happily chat with you about your current plan and provide options about whether to update your documents and how to go about it. Remember that updating estate planning documents usually requires that you use the same method that was used to create the document in the first place.
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Update Your Current Documents
Laws change and the estate tax increases every year. It is wise to review your estate planning documents every few years or when there are major changes in your life. It's worth taking the time to check out. Click here to find out more about why it is smart to update your outdated documents.
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Convenience
We pride ourselves in providing convenience for our elderly and working clients. We are happy to meet on days and at times that work best for you. We understand how everyone is busy with life and we want to make this process as painless as possible.