Tustin California Estate Planning Lawyer
Helping You Make Your Wishes Known
Thinking about your last wishes can be an emotional process, but taking appropriate steps toward estate planning now can help you provide for your family as you choose and avoid potentially destructive conflicts among loved ones.
If you are interested in putting together a customized estate plan based on your personal goals, contact me at (714) 665-3900 to schedule a consultation at my office in Tustin.
Understanding Basic Estate Planning
The following documents are typically part of the comprehensive estate planning documents that I prepare for my clients, and I am skilled at establishing detailed plans to meet my clients’ individual needs and address their concerns for the future.
- Wills: A will is a necessary part of almost any estate plan. Without a will, property remaining in your name at the time of your death passes in accordance with default state laws. The will document also names a personal representative (executor) who will handle administration of your estate and assigns guardians for your minor children.
- Living trusts: A living trust allows you to transfer your property to a separate financial entity that you can control during your life. After your death, the trust property passes to your beneficiaries under the supervision of a chosen trustee without the public scrutiny and costs associated with the probate process.
- Powers of attorney: A springing, durable power of attorney allows you to appoint someone to handle your finances in the event that you fall ill or become incapacitated.
- Advance health care directives: Combining a living will and a power of attorney for health care in one document, California's advance health care directive allows you to specify your wishes concerning life-saving measures and appoint someone to implement those wishes if you are incapacitated.
Regardless of the size and complexity of your estate, these basic documents are extremely valuable in setting up the structures that will allow your family or other chosen representatives to carry out your last wishes.
Exploring Options for Special Situations
Since every client’s family situation is unique, estate planning is not a form-based, “cookie cutter” process. For instance, you may need to create a spendthrift trust, a special needs trust or other structure to provide for the supervised care of a loved one. I can also counsel you on the benefits of various types of trusts, including AB trusts, insurance trusts, legacy trusts, family limited partnerships and other options for your estate assets.
Whatever your estate planning goals, contact me to discuss how I can help you pursue them through effective legal advice and drafting services.