Every Adult Needs An Estate Plan

Without proper estate planning, the probate code dictates what happens to all of your property after your death. At the most basic level, creating an estate plan can help you avoid probate and allow you to leave your assets to the people you choose.

Additionally, proper estate planning can minimize the tax liability of passing on your estate, which is especially crucial for estates valued at over $5 million. However, even small and medium-sized estates still benefit greatly from proper estate planning. The cost of preparing an estate plan is typically a fraction of the cost of probate.

Some people think that only the very rich need to think about an estate plan; however, there are certain documents that are important for every adult to have. Each of these documents serves a different purpose:

  • Wills
  • Trusts, including special needs trusts
  • Powers of attorney (financial)
  • Advance health care directives (also called living wills)

We will discuss your situation together and determine which of these documents are right for you and your family. Combined, they can be a powerful tool in protecting your wishes and your loved ones in the future.

In order to make sure that your estate plan reflects your wishes and provides the protection you need, it is important to update your plan at least once every five years. I can work with you to review and update all of your documents if you already have an estate plan in place.

Will Contest, Trust Contest, Trust Litigation

Having served as a Deputy District Attorney in Ventura County, I have extensive trial experience. If you have a concern about the validity of a will or trust, a trustee's breach of fiduciary duty or other issues that could lead to litigation, I will help you pursue your interests in the courtroom.

Schedule A Consultation Today

If you are looking for a knowledgeable, experienced lawyer who cares about offering excellent personal service, call my Simi Valley office at 805-624-4431 or contact me online to schedule a consultation. I have flexible office hours, and will work with you to find a time to meet that fits your schedule.