Family Assets

Family Assets

When it comes to your estate, I have two words for you: Avoid probate. A cost-effective ─ and legal ─ way to control the future of your family’s assets is with a good estate plan. As I have advised hundreds of clients, creating an estate plan now can avoid a lengthy and expensive court filing later. It’s a private resolution of your financial matters and means a much faster transfer of your estate to your loved ones. And isn’t that what it’s all about? Assuring that your assets go to those you care about, on your own terms?

I want to provide you with the tools you need to protect you and your family. These tools include a will ─ everyone needs one ─ assignment of power of attorney, and a living will or medical power of attorney. I can also draw up a trust if you need one. As an attorney, I stay up to date on federal and state laws so that all legal requirements are met. And, I track changes in the law so you don’t have to.

You have worked hard to build your estate. I will make sure your estate plan clearly spells out exactly where you want your assets to go, protecting your heirs from unwanted claims. It will address who will make your medical decisions if you are unable to do so for yourself. And it will help your heirs avoid disruptions in business and financial matters.

I’m an estate planning professional you can trust and I love what I do.
Give me a call at (805) 466-5983. Let’s get to work on YOUR estate plan today. I’m here and ready to help you.

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