What Can Estate Planning Do For You?
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 or health care decisions be in good hands? Are your assets protected in trusts? Have you given anyone legal power of attorney? Have you named guardians for your children? 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 today. Plan today to control your tomorrow.
At McCoy Fatula, APC, 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 family squabbles, excessive taxation and creditors, and that you have a legacy you can leave for your heirs.
Drafting An Estate Plan Can Help You . . .
- Plan for the care of minor children or disabled loved ones in the event you die or become incapacitated.
- Ensure adherence to your final wishes and wealth distribution plans.
- Ensure your financial assets and health care preferences are protected and followed if you become incapacitated or are unable to make decisions.
- Help your estate and beneficiaries avoid the frustrations of the probate process.
- Create unique trusts and planning documents for charitable contributions, your pets and even horses.
- Protect yourself during divorce
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 the essential foundation for building your future and your legacy. It also ties into the principles on which you have raised your family and run your business. Let’s start the conversation today.
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:
- Revocable Living Trust
- Power of Attorney
- 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.
Are You Going Through Divorce?
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 and secure your rights to property pass on to your heirs if you suddenly pass away during the divorce.