Do You Really Need An Estate Plan Now?

The truth is, you never know when your estate plan will be put to use. Death, extreme injury, debilitating disease or a creditor lawsuit could strike any one of us at any time. If it happened today, would your family, wealth and health care decisions be in good hands? Are your assets protected in trusts? Have you given anyone legal power of attorney? Do you have a plan that has strong legal protections?

Planning appropriately now can mean less worry for your family in the future and peace of mind now. Plan today to control your tomorrow.

At McCoy Fatula in Roseville, California, our goal is to make sure that everything you have worked so hard for in your life is protected. By taking care of your estate planning concerns now, we can make sure that your legacy is protected from excessive taxation and creditors, and that you have a legacy you can leave for your heirs.

What Can Estate Planning Do For You?

Your plan should include protections, tax efficiencies and plans of action for all beneficiaries and assets you hold dear. Our team will help you make informed plans and decisions throughout life.

The Four Pillars Of Your Estate Plan

A well-constructed estate plan is like the solid foundation, walls, roof, doors and windows of a house. It also ties into the principles on which you have raised your family and run your business.

Estate plans can be relatively simple or very complex, depending on each individual person's needs and goals. But every estate plan should solidify these four elements with the help of an experienced estate planning attorney:

  1. Will
  2. Revocable living trust
  3. Power of attorney
  4. Advance health care directive

Please see our Seven-Step Guide to a Successful Estate Plan for more information.

Have You Divorced Recently?

Estate planning documents are only valuable if they are an accurate reflection of your estate and your family situation. We can review your estate plan and recommend changes in order to protect your assets if you are recently divorced or have experienced another significant life change.

If you are going through a divorce, ask us about an emergency will and power of attorney option. We can prepare simple documents to eliminate your spouse's legal ability to make final decisions about you if you become incapable for any reason.

Please Call Us To Speak With A Lawyer

Contact us at 916-945-2780 or 800-728-2184 to schedule a complimentary consultation. We serve clients throughout the Sacramento metro area and across the nation, building relationships for a lifetime.