Every adult, regardless of their age and what they own, needs an estate plan to take care of themselves and the people they love. However, one size does not fit all. Using my personalized approach, we will work together to craft a customized plan that reflects your values, protects you and your assets and provides for your loved ones.
A customized estate plan allows you to create a strategy that will take care of you and the people who rely on you. With an estate plan, you will name a trusted individual (an executor or trustee) to handle your affairs rather than letting a court choose for you.
In making an estate plan, you want to make sure your health care preferences and final wishes regarding disposition of your property are honored. A major component of your estate plan will be a living trust.
Selecting the right guardian to care for your minor children’s emotional and financial well-being is one of the most difficult parts of the estate planning process.
Interested in providing an informative estate planning workshop for your networking group, book club, parent’s group or even a gathering of friends? I love providing education and answering questions about estate planning. Contact me today for more information.
Please note: The information provided on this site should not be construed to be formal legal advice nor
shall it be construed to give rise to an attorney-client relationship. The information given on this site is
meant to apply generally to the law in the State of California and to no other jurisdiction, and legal
consequences will vary from case to case. Please contact one of our offices to speak to an attorney who
can help you with the details specific to your situation.
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Interested in providing an informative estate planning workshop for your networking group, book club, parent’s group or even a gathering of friends?
I love providing education and answering questions about estate planning. Contact me today for more information.