Helping Californians achieve their estate planning goals\

With the ringing in of a New Year, people often reflect on the events that have personally affected them over the last year. Some of these events may be joyous, such as the birth of a grandchild or marriage, but others may be heartbreaking, such as the passing of a loved one. While these events and their remembrance can give rise to a whole host of emotions, they should also spur consideration of what the future may look like. While this often takes the form of goal planning, such as changing jobs, losing weight or being more communicative with loved ones, individuals should also think about their estate and how it will be handled when their time comes.

The first step in this process is merely confronting the reality that a time will come when one's estate must be dispensed with and recognizing that the process can have a profound impact on loved ones. Once this step is accomplished, then holistic estate planning can begin in a customized process that seeks to meet the individual's vision for the future. This may sound like a daunting process, especially considering that an estate plan should be revisited often after major life events like the ones mentioned above, but compassionate, experienced and skilled estate planning attorneys like those at our firm can help simplify the process.

At our firm, we recognize the importance of effective estate planning. That is why we diligently work with our clients to identify their goals and utilize appropriate legal vehicles to drive them and their estate toward them. While we often help individuals deal with the distribution of their assets upon their passing, we can also assist in developing a legal strategy to help protect one's health care, long-term care and financial decisions in the event that they become incapacitated or cannot make these decisions.

Some people mistakenly think of estate planning as a cookie-cutter process. Nothing could be further from the truth. We work hard to provide our clients with the unique estate plan that is necessary to meet their needs, regardless of how simplistic or complex it needs to be. Those who find that approach suitable for their needs can continue to research our firm to learn more about what we have to offer.

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If you would like to discuss representation or have another question about my firm, please call 916-248-4465 or email my Sacramento, California, office to arrange for a consultation.

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Phone: 916-248-4465
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