San Ramon Wills & Trusts Lawyer
Assistance from an Estate Planning Attorney in San Ramon, CA
When preparing for the future, an estate plan can provide greater assurance.
Wills and trusts are two available options that can be utilized to formulate
a plan. Both options should be fully understood and employed in a way
to enhance the benefits. At our firm, our
San Ramon estate planning attorneys work with clients to understand what their concerns are and implement
these into our personalized plan.
Through a will, instructions can be given in the event of a death. It can
include who will care for children by appointing a guardian. Beneficiaries
can also be named to decide how assets will be broken up. An executor
can be named and this person will be in charge of collecting assets, paying
debts, and distributing assets as stated in the will. This is a legal
document and it should be updated on a continual basis. In California,
there are three options for creating a will. Working with an attorney
can be a significant advantage in ensuring that a will is drafted correctly
the very first time.
A trust is another available choice, which can be included in an
estate plan. Through this legal document, assets are placed into a trust with a trustee
who is in charge of them. Most often, the individual that owns the assets
will name himself or herself as the trustee. Assets can include bank accounts,
real estate, and more. After assets are placed in the trust, they will
be distributed during the life of the individual and eventually given
to beneficiaries once the individual passes.
Durable Powers of Attorney [DPOA] for Finance and Health
The main purpose of the DPOA for Finance and Health is to ensure that a
trusted agent is available to act in the event of incapacity. Having a
DPOA for Finance and Health avoids the expense and conflicts of a conservatorship
proceeding and the unavailability of suitable alternatives.
Working with a San Ramon Wills & Trusts Attorney
Our team is adept at handling wills and trusts to plan for the future.
We have assisted many individuals to think through their concerns and
develop a plan to meet their wishes. Get started by getting in touch with
our office as soon as possible. One of our San Ramon estate planning lawyers
will be happy to meet with you and discuss your case.