The Basics – Who do you want to receive your assets after your death?
 No matter the size of your estate – you need a will.  Without a will your estate will
be distributed by a probate court according to state laws.

 Would you rather be the one to make decisions about -

  • Specifying who will be named as guardians for your minor children?

  • Directing which assets go to whom?

  • Making charitable bequests to organizations you believe to be worthy?

  • Helping family members and non-family through testamentary gifts?
Additionally, a will helps you coordinate:

  • Durable powers of attorney to allow whomever you choose
    to make financial and medical decisions if you become unable
    to do so yourself.

  • Beneficiary designations on retirement accounts, life insurance policies and
    the like must be coordinated with the rest of your estate plan.  

  • Titling of assets to be in sync with your total estate plan.

  • Trusts, which are flexible tools that can be used to manage investments
    during your lifetime and beyond, distribute assets to heirs under
    circumstances that you spell out, minimize estate taxes, maintain the privacy
    of your financial affairs and protect assets from lawsuits and seizures.


The probate process is time
consuming and expensive.

Protect those you care about and
ensure that your wishes are carried
out.

Contact us to learn how to
safeguard your estate.
           Estate Planning
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Financial Planning
AARP
did a
national
survey
determining
that
probate costs
run on
average
2% to 10%
of a
person’s
estate.

The State of
California
has established
a minimum cost
of probate,
which is
no less than
4% of your
first $100,000
of gross estate
assets.
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