Do I need estate planning?
In California, if you own real property, such as a house, or have at least $150,000 in assets, you need a well-crafted estate plan. Estate planning is the process of ensuring you can control what happens to your “estate” after your death. Virtually everyone does have some form of estate, from a simple heirloom to a complex network of assets.
However, estate planning is not simply limited to possessions – estate planning can include anything from your instructions should you become unwell enough to make coherent decisions for yourself, naming of guardians to care for your minor dependents, and instructions for the values you would like passed down. Estate planning also encompasses providing for transfers of businesses and minimizing tax and legal burdens. It is a complex field of law requiring expertise across several different legal disciplines.
How can an estate planning attorney help you?
Simply, an estate planning lawyer can guide you through the process of legally taking charge of your estate, ensuring that your wishes are carried out, your tax burden is minimized, and all of your bases – including those you may never even have thought of – have been covered.
Why should I come to your law office?
Sexton Estate Planning has over 22 years of experience and will create an incredible, comprehensive well thought out estate plan that will make you proud of your legacy. Our 22 years of compassion and expertise will accompany you every step of the way. We pride ourselves in taking all the time and effort that is necessary to create an unsurpassed foundational estate plan for you and your family. Every individual and family is different and everyone deserves a well-crafted unique estate plan.
How can I plan for the future?
The future is right around the corner. It would be my pleasure to meet with you and give you a complimentary consultation. At the consultation I can apprise you of what will happen currently without proper foundational estate planning. We can then build an incredible plan together that will serve you for years to come. Estate planning is not about negativity but simply being prepared. It is the continuity of your legacy, and most importantly, protecting your loved ones who will live beyond upi.
There is also no need to overcomplicate the topic. Simply taking an inventory of all your assets and liabilities, and considering those who will be affected by your death, and how you would like your assets to be distributed, will be an excellent place to start. Our Family Wealth Inventory Assessment will assist you in relaying all of this important information. This will serve as our directional guide during your initial consultation.
Where can I find out more information?
Please get in touch with us through our contact form. We would love to help you get started!