Estate planning in it’s most basic form, is the process of creating an action plan on how to handle your assets when you die. Assets are the tangible and intangible items that you own like cars, houses, money, and investments. Since we all have assets, and are guaranteed to not live forever, it makes sense to plan in advance for the inevitable.
Leaving organized instructions for your beneficiaries can offer peace of mind that your affairs will be handled properly in the event of your death. Good Estate Planning can also protect you from state intervention if you become mentally or physically incapacitated. There are many advantages to having your estate in order.
Why Estate Planning?
- Minimize State Taxes and Fees
- Avoid Probate Court
- Determine How Assets will be Transferred After Death
- Provide Care for Children and Disabled Adults
- Establish Beneficiaries for your Valuables
- Determine How Finances are Managed if Disabled
- Directions on Health Care and Treatment wishes
Estate Planning Services
When it comes to Estate Planning, there are a variety of different documents that could apply to your circumstance. Our team of professioanls are experts at preparing the routine documents used in most cases. We use our experience and keen attention to detail to ensure your filings are properly organzied and is free of costly inaccuracies.
Below are a few common documents we can help prepare.
- Living Trust
- Power of Attorney
- Healthcare Directive
To learn more about estate planning or to discuss your needs, please feel free to contact, OC Legal Self Help Center.