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Estate Planning, Wills and Probate

Estate planning involves the legal preparation for the transfer of assets to others upon a persons death. It also involves preparing for the possibility of one’s own incapacity through documents such as a Power of Attorney or Health Care Directive. Estate planning can be beneficial regardless of your financial position; even those with modest estates generally benefit from advance planning.

Typical estate planning documents include: will, power of attorney, health care directive and for married individuals, a community property agreement. Trusts are also used regularly in estate planning, either in conjunction with a will or as a “will substitute”. The appropriate estate planning documents vary from person to person and an individual consultation is necessary to determine what documents and provisions meet your needs and the needs of your family.

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