What is Estate Planning? Do I need it?
When considering if you need to hire an estate planning lawyer, consider this - estate planning is serious business. One wrong word or one missing signature can change the entire intent of a will or trust.
Estate Planning is Necessary Since State Laws Rule Estate Plans
State laws are very specific about what can and can't be in a will, trust, or medical or financial power of attorney, who can and can't serve as a personal representative, trustee, health care surrogate or attorney in fact; who can and can't be a witness to a will, trust, or medical or financial power of attorney; and what formalities must be observed when signing a will, trust, or medical or financial power of attorney.
Working with a qualified estate planning attorney will help you to avoid any costly mistakes.
Estate Lawyers Can Help Sort Out Complex Family or Financial Situations
Take a look at your life and your assets to see if you fit into one or more of the following categories:
You're in a second (or later) marriage
You own one or more businesses
You own real estate in more than one state
You have a disabled family member
You have minor children
You have problem children
You don't have any children
You want to leave some or all of your estate to charity
You have substantial assets in 401(k)s and/or IRAs
You were recently divorced
You recently lost a spouse or other family member
If one or more of these situations apply to you, then you'll need the counseling and advice of an experienced estate planning attorney to create your estate planning documents. Otherwise, it may be a probate attorney and the California department of revenue and/or the IRS that will receive the largest chunk of your estate.
Peace Of Mind At Any Stage of Life
No matter what your age or state in life, estate planning is crucial for everyone. The benefits are compelling. No matter how simple or complex your situation, J. Green Law Group will work to help you achieve peace of mind, knowing your estate plans are taken care of.
Create Clear and Accurate Documents: We ensure that your documents are clear so your final wishes are carried out as you had hoped. Carefully drafting your documents can help avoid these disputes or challenges.
Protect Your Health and Finances: Health Care Directive and Power of Attorney documents allow you to designate someone to handle your finances and health care decisions on your behalf.
Avoid problems down the road: Poorly drafted estate planning documents can lead to disputes down the road.
At J. Green Law Group, we are dedicated to helping you navigate the complexities of estate planning in California. Contact us today for a consultation.