Estate planning is the process of organizing and arranging for the orderly management and disposition of your affairs and assets, during your life and after your death, to minimize legal and financial complications, fees and expenses, and taxes.
To aid our clients in this important planning process, I have compiled a comprehensive document entitled "Guide to Estate Planning," which is available free of charge. You'll find helpful information on subjects such as:
- Probate
- Intestate Descent
- Revocable Trust
- Estate and Gift Taxes
- Advanced Estate Planning Techniques
- Planning for Disability
- Durable Powers of Attorney
- Community Property
While the booklet won't take the place of a knowledgeable attorney, it can help you begin to organize your information and understand the process of estate planning. Call now to schedule a consultation and receive your copy of this helpful publication.
