Estate planning is not just for the rich. Protecting your property and making sure that your assets are distributed based on what's best for your family is critical for just about everyone.
I provide affordable, solid family protection by partnering with you to design wills and trusts to protect your family - in Ventura County, Santa Barbara County, Los Angeles County and Kern County. I provide concrete, practical and cost-effective estate planning advice so you can protect your loved ones and manage your legacy.
Contact me today by calling my office at (805) 244-5291 or click the “book a consultation” box below to schedule a time.
Estate planning is proactive. Detailed and thorough planning protects your assets, limits exposure to estate taxes, helps your heirs and beneficiaries avoid probate, and can help ensure that your wishes are carried out.
I begin with an analysis of your existing income, assets, insurance, wants, and needs. I then consider a wide range of estate planning tools beginning with wills, living wills, durable powers of attorney, and simple revocable or irrevocable trusts.
As I develop a better understanding of your existing situation and your goals, I may recommend:
I am pleased to be able to assist LGBT couples with the formation of domestic partnerships, community property issues, and other legal strategies to protect their relationships.
In particular, I recommend that every LGBT couple have, at a minimum, a durable medical power of attorney and HIPAA waivers in place. The last thing you want is to have any doubt about whether your partner has the right to make medical decisions on your behalf should you be unable to do so. Having an appropriate medical power of attorney reduces that anxiety.