"My Mom passed away without a trust. Her estate owed thousands of dollars which could have been avoided had she made a trust."
- Robert Olson, Fullerton, California
Did you know that fewer than 30% of Americans have an estate plan? Most people don't have an estate plan because they think that they are complicated and expensive.
However, if you fail to put an adequate estate plan in place, the state will decide how your hard earned property will be divided. Furthermore, there are ways to streamline, or even eliminate the need for the cumbersome probate process. You owe it to yourself and your loved ones to put a solid plan in place. Everyone should have an estate plan in place, including a will, directive to physicians and power of attorney. In many cases, a living trust is recommended as well. Don't let the state determine your estate plan.
The major reasons for putting a plan in place:
- Ability to control how your property is divided at death
- Avoid family squabbles
- Avoid the probate process
- Minimize taxation
- Peace of mind
Estate Planning Package
The following services are included in our Estate Planning Package:
- Living Will
- Power of Attorney for Health Care
- Power of Attorney for Financial Decisions
- Will
- Revocable Living Trust
- Transfer Deeds for Real Estate
Please call our office and we will by happy to quote our attorney fee for the above services.
Ever hear the phrase, “he’s written the book?” Well, in this case it is true as Mr. Berkley has authored “My Wishes,” and “The Complete Executor’s Guide” which are available in all major books stores as well as on line.
