Single and Independent
Most single individuals believe they do not require any legal planning. However, if you have siblings, cousins or other loved ones, legal planning is important to ensure things are as easy for them as possible if and when something happens to you.
You want to pass on what you have worked so hard for your entire life, and do it in a way that helps your loved ones know and feel your love just when they’ll need to most.
On top of that, and maybe even more importantly, you want to choose who will receive what you’ve worked so hard to create, and also ensure that your “chosen family” will be able to care for and love you, in the event you are incapacitated and cannot make healthcare decisions for yourself.
Your wealth isn’t measured just by the dollars in your bank account, but by the well-being of the people you love. You care enough to get your estate planning handled so your loved ones will not get stuck in court or conflict, when you become incapacitated or die.
We know you are busy and promise to make the process as simple and easy for you as possible. Click here to see just how easy it can be to plan well for everyone you love and everything you own.
Or, to get started right away, click here to schedule an appointment online. You may also call our office at (916) 905-0024 to schedule an appointment.
We look forward to getting to know you, and keeping your family out of Court and out of conflict.
Own a Home? A Trust is an important part of your plan
The main advantage of making a living trust is to spare your family the expense and delay of probate court proceedings after your death. A good Living Trust means no court dates. No court fees. No one or two years of probate. Your loved ones, including siblings, can immediately take control of your estate.
Durable Power of Attorney
Power of attorney (POA) is a document that grants a specific person, called an agent, the authority to make important decisions on behalf of another person, called the principal. If you become incapacitated and don't have a general durable power of attorney, your family may have to go to court and have you declared incompetent before they can take care of your finances for you. So it's a good idea to have one in place—just in case.
Advanced Healthcare Directive and HIPAA Releases
An advance directive also allows you to express your values and desires related to end-of-life care. You might think of it as a living document—one that you can adjust as your situation changes because of new information or a change in your health.
Roommate Agreement
A roommate agreement is a legally binding contract put in place that both you and your roommates agree upon and sign, before living together. The roommate agreement is made between the tenants and has nothing to do with the landlord.
People do not need to be strangers in order to have a Roommate Agreement. In fact, friends may need a written agreement to make sure everyone is clear about what is expected so if there is a dispute, it doesn’t turn into a fight.