Estate planning is a critical step in ensuring the financial and emotional welfare of you and your loved ones both during and after your lifetime. A properly drafted estate plan can allow a person to mitigate taxes, reduce legal expense and costs of administration, direct the disposition of your assets, and avoid conservatorship, among many other benefits. The primary documents that will comprise an effective estate plan include a revocable living trust, pour-over will, durable power of attorney and advance health care directive. Each primary document satisfies a unique and necessary purpose. Our office will guide you in creating an individualized estate plan that is appropriate for your circumstances and objectives. We pride ourselves on compassionate counseling and welcome planning from a multi-generational approach.
For more information about our Estate planning services, please call us at (408) 409-5520 or email us at anne@leclair.law.
