Estate & Asset Protection

Estate Planning

Estate planning is how you keep control of your decisions and spare your family confusion and conflict. A clear plan is one of the most considerate things you can leave behind.

FAQ

Estate Planning — Common Questions

What documents make up a basic estate plan?
A typical plan often includes a will, frequently a revocable living trust, a durable power of attorney for finances, and an advance health care directive. Together they cover both who inherits and who acts for you if you cannot. We tailor the set to your needs rather than using a template.
Why does a trust need to be funded?
A living trust only controls the assets that are actually transferred into it, so an unfunded trust can leave assets exposed to probate. Funding means retitling accounts and property into the trust's name. We handle the funding step rather than leaving it unfinished.
What happens if I die without a plan in California?
Without a will or trust, California's intestate succession laws decide who inherits, which may not match your wishes, and the estate generally goes through probate. The court also decides who manages the estate and any minor children's care. A plan keeps those decisions in your hands.
When should I create or update a plan?
Create one once you have assets or dependents, and update it after major life events like marriage, divorce, a birth, or a significant change in assets. Laws also change over time. A periodic review keeps the plan aligned with your life.

Free, Confidential Consultation

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