Estate Planning

A good estate plan decides who receives what you own, who makes decisions if you cannot, and how much your family will have to deal with in court. Without a plan, state law and the court make many of those decisions for you.

I prepare estate plans for individuals, couples, and families in California and Nevada. Every plan starts with a conversation about your family, your property, and what you want to happen.

What I help with

• Revocable living trusts, individual and joint

• Pour over wills and stand alone wills

• Durable powers of attorney for finances

• Advance health care directives

• Trust amendments and restatements when your plan needs updating

• Trusts for children, grandchildren, and other beneficiaries

• Planning for a family member with a disability

• Funding your trust, including deeds for real property

Why a living trust?

In California and Nevada, assets left only by a will often have to go through probate before your family receives them. A properly funded living trust usually avoids probate, keeps your affairs private, and lets the person you choose step in right away.

Property in both states?

Many families own a home in one state and live or bank in the other. Because I am licensed in California and Nevada, I can plan for property on both sides of the line and help your family avoid two separate court cases later.

Already have a plan?

Plans should be reviewed after a marriage, divorce, birth, death, move, or major change in assets. I am glad to review an existing trust and tell you whether it still does what you want.