Who Needs an Estate Plan?

Estate planning is not just for the rich or the old – estate planning is for EVERYONE!

https://selfhelp.courts.ca.gov/wills-estates-probate/legal-documents.

An Estate Plan allows YOU to determine, among other thing:

(1) Who will inherit your possessions;

(2) How to protect young children, by naming a guardian in case of premature death or disability;

(3) How to reduce taxes for your heirs and protect your assets; and

(4) Which individual(s) you want to manage your finances in case you become ill or disabled.

A picture of the letter h in an 8 bit font.

An Estate Plan allows YOU to decide what YOU want, instead of letting a court decide.

Disclaimer – The information provided in this message is not legal advice.