Crafting Estate Plans That Last
Creating an effective estate plan is one of the best ways to ensure your assets and your loved ones are protected in the future. Whether you are just starting to think about an estate plan or are worried that you have put it off for too long, we invite you to meet with us to discuss your ideas.
At in Fullerton, California, we have helped countless people in the area, all of whom are at different points in their lives. No matter where you are in life, we can help you find peace of mind through a strong estate plan that accomplishes your goals.
Finding The Right Tools For You
There are many different tools that can be used separately or together to create an estate plan that accomplishes your goals. With more than 20 years of experience, attorney John Stanton knows which work best based on your assets and your plans. Some of the estate planning tools we may consider for you are:
- Wills: A will is a standard component of most estate plans but can play different roles depending on your needs.
- Trusts: Trusts can protect your assets from probate and possibly some estate taxes.
- Powers of attorney: Establishing financial and durable powers of attorney will ensure you are protected should you no longer be able to make decisions on your own.
Are you interested in learning more about estate planning before you give us a call? Visit our Estate Planning FAQ page to learn the answers to some common questions.
Giving You The Confidence That Your Plan Will Work
Having the right estate plan in place can give you peace of mind for years to come. It is our goal to help you achieve that. We use our knowledge and experience to craft a comprehensive estate plan that addresses all of your needs, so you can stop worrying about them. We pride ourselves on the assistance we have given the families of our clients who have passed away, and have the confidence of knowing that our plans work as our clients had designed. When your estate plan is complete, we will assist you in transferring your assets to the trust, including your real property, and will provide you with further instructions on how to address the future assets you may acquire. We remain available to our clients for follow up calls and assistance when they desire it.
Of course, major life events like divorce or the birth of a child or grandchild can warrant a more substantial update to your estate planning documents. In those cases, we will gladly adjust your plan to fit your current situation.
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