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Estate Planning 

 

Estate Planning is important, no matter what size your estate may be. Through estate planning, you ensure that your assets will go to your intended beneficiaries. You also may save money on taxes, court costs and attorney’s fees, and prevent litigation among your heirs and financial confusion after your death. You can also avoid probate and can protect your estate assets against your possible future mental or physical incapacity and the catastrophic costs of long-term medical and nursing care.

 

Last Will and Testament 

 

With a will, you can: (1) direct where and to whom your estate will go after your death (2) make the administration of your estate much easier for your heirs (3) choose the person to administer your estate and distribute your assets according to your wishes (4) reduce estate taxes, and (5) appoint a guardian for your minor children.

 

Durable Power of Attorney 

 

The durable power of attorney is the most important estate planning instrument available - even more useful than a will. A power of attorney allows you to appoint an agent to act in your place for financial purposes.

 

Advanced Medical Directive

 

An advance medical directive allows you to: (1) give instructions to medical providers concerning your care if you are terminally ill or in a vegetative state, and (2) choose a medical power of attorney to make health care decisions for you if you are unable to do so yourself.

 

Living Trust 

 

A living trust is a legal arrangement through which one person (or an institution, such as a bank or law firm), called a trustee, holds legal title to property for another person, called a beneficiary. The rules or instructions under which the trustee operates are set out in the trust instrument. Some advantages in establishing a trust are: avoiding probate; tax savings; protecting property from creditors; providing for the continuing care of a disabled child or other relative; and, helping to qualify for Medicaid or other needs-based public benefits.

 

Assets

 

As part of the analysis of your particular situation, it is important to make certain that your assets are titled correctly so they pass to your heirs as you intend.

All prices without Notary costs or Recording Fees

Here at LDA4You, we understand that this is a difficult time in your life.  Let us take some of the headache away.  We can turn paperwork around for our clients in less than 24 hours in most cases.

 

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LDA-48 Sonoma County Exp 04/12/2018

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