Hispanic Family of four

Estate Planning

Many people will readily admit that they do not have an estate plan. And they are surprised to learn that they actually do have a plan. In the absence of a formal estate plan (as outlined herein), their estate will be distributed after death according to California’s laws of intestacy – and the IRS. Of course, this may not be the plan you would have chosen. A properly drafted estate plan will replace the terms of the State‚Äôs estate plan with your own.

The primary objectives most people have for having an estate plan include the following:

A core estate plan will include the following documents:

  • Revocable Living Trust
  • Will*
  • Durable Power of Attorney*
  • Advanced Health Care Directive*
  • HIPAA Release*

* separate document for each spouse as appropriate.