Are you ready to take control of your legacy? Formulating a viable legal plan is your first step.
If you’re like most people, you want your possessions to be transferred to your loved ones after you pass away, but how can you be sure this happens according to your wishes? The best way to ensure your legacy is carried out accurately and efficiently is by creating an estate plan that reflects what you want.
Estate planning is complicated, so you should consider working with an experienced and highly-rated estate planning law firm when you design your legacy. With DeSantis Law Group, Inc.’s guidance, you will be able to evaluate your options and establish an effective estate plan for you and your family. This not only prevents you from engaging in the complexities of estate planning alone, but it also helps ensure a smooth transition for your beneficiaries in the future.
For over a decade, Attorney Lorilee DeSantis has helped countless individuals and couples in Santa Rosa, CA, implement practical and effective estate planning strategies. Drawing from years of experience, Lorilee’s dedication to her clients' welfare is unparalleled. When it comes to estate planning issues, she knows exactly what to do to facilitate success for her clients.
Estate planning is the legal process of managing and organizing an individual’s (or couple’s) financial and medical affairs so that the individual’s wishes are carried out the way that individual would want in the event of death or incapacitation. It involves the creation of various documents, such as wills, trusts, powers of attorney, and healthcare directives.
A solid estate plan provides clear instructions for the distribution of assets, care of dependents, and management of financial and health care decisions. With a successful estate plan, beneficiaries will be able to minimize taxes, legal fees, and potential conflict. Planning ahead helps maintain family harmony and provides for a smoother, less expensive transfer of assets. In short, estate planning creates peace of mind for you and your loved ones.
There are several different ways to create an estate plan. Depending on your unique goals and objectives, your lawyer will help guide you through the process according to your intentions.
Perhaps the most popular form of estate planning is the will. A will is a legal document that outlines how a person’s assets and affairs will be managed and distributed following death. A will can be an important estate planning tool, but it does not protect assets from probate.
A trust is a legal arrangement where a trustee holds and manages assets on behalf of the beneficiaries according to the terms set by the decedent. Assets held in trust avoid probate, which makes trusts a very important estate planning tool.
Another important estate planning tool is a power of attorney. This grants another person authority to make financial and health-related decisions on behalf of another person.
At DeSantis Law Group, Inc., we listen carefully to what our clients tell us they want and we take the time to explain the options available to help clients achieve their legacy goals. We craft estate plans that clearly express our clients’ intentions while minimizing the potential for family conflict and court intervention.
If you would like to create an estate plan, or update an older plan, we can guide you through the process and advise you on the best way to proceed.
Have you been searching the internet for “estate planning lawyers near me” in Santa Rosa, CA? If so, you’ve come to the right place. With years of experience in the field, Attorney Lorilee DeSantis will stop at nothing to ensure you receive the best legal care available. By facilitating communication-centered relationships with her clients, she has helped numerous individuals and couples craft their legacies – and she’s prepared to do the same for you.
Want to learn more about DeSantis Law Group, Inc.’s unique approach to estate planning in California? Call (707) 213-2512 to schedule your initial consultation today!
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