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Estate Planning Services

Should you pass without an estate plan, the state of California will decide to whom your hard-earned monies will pass. In addition, your loved ones will be subjected to the expensive and time-consuming process of probate. Our sister firm, Finlay Law Group, APC can assist you in planning ahead so that property will pass pursuant to your wishes and in the most cost-efficient way.

A simple estate plan usually consists of a revocable living trust, a pour-over will, a health care directive and a power of attorney for asset management. If you create and properly fund a revocable living trust, when you die, there will be no property for the state of California to probate. If you have minor children, you can name guardians in your will and therefore have a say in who will take care of your children should something happen to you. A health care directive allows your appointed agent to make important health care decisions for you should you become incapacitated. Similarly, a power of attorney for asset management permits your agent to make financial decisions for you should become incapacitated. For a minimal amount of time and effort, you can save your loved ones a wealth of heartache.

If you would like to discuss your estate planning needs, please contact Mary Finlay at the Finlay Law Group, APC.