Rather than focus on death, estate planning is a tool for comprehensive life care planning, family protection, asset protection, and clarification of health care preferences.
Designing and implementing a plan to preserve, protect, and transfer assets is most effective when completed before a crisis occurs. The crisis, however, sometimes arrives without warning, demanding immediate responses to complex legal, tax, business, and health care decisions. Inadequate preparation for life transitions and delayed response often lead to increased costs and loss of control over important personal and financial choices.
It is vital to consult with an experienced California estate planning lawyer to plan for a smooth transfer of assets to your husband or wife, your children, your grandchildren, your favorite charity, or other members of your family.
Only through careful planning can you ensure that your assets are distributed according to your wishes. For most people, this means preparing a plan to transfer personal property to family members or charitable causes without delay or unnecessary expense for the recipients of assets after death.
Take stock of your assets and your long-term financial goals. Discuss the estate planning tools most appropriate for your needs with an experienced lawyer.
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