Trusted Assistance With Wills And Trusts
Our wills and trusts work together to make the foundation of your estate plan. Our team’s experience creating wills and trusts for people throughout the Sacramento area and all across California provide you with confidence and flexibility throughout life. We have the resources, perspective and skills to create fully customized estate planning vehicles based on each of our client’s unique needs and goals.
Based in Roseville, California, McCoy Fatula, APC, is a sought-after estate and tax planning law firm structured to optimize efficiency and inclusiveness. We take a holistic approach to craft your will and trusts strategically. And, we take the time to gain a full understanding of your priorities, financial life, end-of-life preferences and beneficiaries — listing them all with very explicit directions in your will. If desired, we will even host a “Family Meeting” in our Living Room and discuss the roles each family member would be expected to perform should the inevitable occur. It is amazing how many great conversations and memories are discussed during our Family Meetings.
Sometimes, all you need is a simple trust. In your situation, we can help streamline the process to make planning your estate approachable and unintimidating.
A simple Revocable Living Trust can actually preserve the majority of your assets from loss due to probate fees, but there are several other vehicles that can be used strategically for a variety of benefits, including:
- Irrevocable living trusts
- Special needs trusts
- Life insurance trusts
- Pooled trusts
- Charitable remainder trusts
- Generation-skipping trusts
- Pet trusts and Equine trusts
- Qualified Subchapter S trusts (QSST)
The configuration of your will and trusts are completely customizable. However, utilizing the right language and the best tools for each of your goals will maximize the effectiveness, tax efficiency and legal authority of your plan.
Your estate must be protected from litigation, bankruptcy, lawsuits and frivolous spending by beneficiaries. We can help you gain comprehensive understanding of all of your unique options.
What Is A Living Will?
A living will is actually an extension of your advance health care directive. These documents work together as part of your estate plan to detail your health care preferences when you are unable to communicate and identifies who will make medical decisions on your behalf should you be incapacitated, including the ever important “Do Not Resuscitate” clause.