Practice areas:

Estate Planning

The basic estate planning tools include:

In these documents, you appoint individuals to step in your shoes, and take care of you and your assets if you are incapacitated, and when you die.

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The Trust replaces what is generally known as a Testamentary Will: the trust provides who gets what, and when. The Trust protects your assets from going through Probate, and protects your beneficiaries from their creditors.

In contrast, a Will generally always requires Probate. A Medical Directive expresses your wishes regarding long-term care, incapacity, end-of-life decisions, and medical treatment.

An essential part of setting up a trust is funding it – we assist with the transfer of your real estate and other assets into your trust.

For those contemplating marriage, we prepare Prenuptial Agreements and/or Separate Property Trusts. And, couples who cohabit but don’t plan to marry are wise to enter into a Cohabitation Agreement.

A COMPREHENSIVE ESTATE PLAN – BEST VALUE

We believe that you should have the freedom to decide precisely which Estate Planning tools you need and want to buy. This gives you control of the price of your estate plan, and the freedom and ability to add to it as your circumstances change, and your family grows.

The most popular and best-valued Estate Planning Bundle consists of the following essential tools:

  • Revocable Living Trust with a General Grant and Assignment
  • Pour Over Will
  • Durable Power of Attorney For Financial Management
  • Health Care Directive with HIPAA Release Authority

In addition, we assist with funding your trust – a Trustee’s Certificate helps to transfer financial assets into your Trust, a Quitclaim Deed conveys your real estate into the Trust, and a Preliminary Change in Ownership Report (PCOR) prevents the County Assessor from reassessing your property taxes when you convey your home into your Trust.

Contact Maria for Help with Your Estate Needs

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