Estate Planning Encompassing Savings, Real Estate, Investments and More
Lifelong financial planning, to be comprehensive, must include estate planning. Whether you are ready to create your first estate planning documents, update existing ones or add on to ones that you already have, a knowledgeable lawyer can help you achieve your goals in your best interests.
At Greenacre Law, we often hear from adult children of elders who know they need estate planning guidance and are not sure where to start. Real estate is often a key component of estate planning needs, but other assets also deserve close attention. We welcome the opportunity to sit down with you and help you articulate your goals while enabling you to arrive at a sensible strategy.
Put Your Affairs In Order For Security and Peace Of Mind
A will, powers of attorney and one or more trusts are foundational pieces of a well-thought-out plan. Complex asset portfolios may call for additional tools and strategies, Our estate planning lawyers are ready to help you craft your plan, which may include some combination of the following:
- A simple or joint will with or without trusts included in it
- A pour-over will to account for assets not included in trusts
- A testamentary trust
- A revocable or irrevocable trust
- A charitable remainder trust
- A special needs trust
- Powers of attorney
- A living will (advance health care directive)
We can also advise you on family corporations, succession planning for businesses and more. Our attorneys and staff will help you put plans in place to care for disabled family members and address other special situations that require careful thought. We will help ensure that you understand the powers and limitations of all estate planning documents that you create. We will assist you in getting them signed properly and advise you on where to store them.
Wills and Trusts For Property Owners or Anyone
Are you curious about the simplest ways to transfer real estate to your next of kin or favorite charity upon your death? Ask us about Proposition 19 and ways of avoiding excessive tax assessment increases. Discuss this and other real estate or other aspects of your estate plan with one of our knowledgeable attorneys.
We are tech savvy and can help you gather all the information you need to make sound decisions about the planned disposition of your home, commercial properties and other assets after the end of your life. We are also prepared to represent you in estate litigation, a will contest or any complex estate-related case.
To schedule a consultation about estate planning with your personal, business-related or investment properties fully accounted for, call us at 855-525-3488 or send us a message. Hablamos español.
