Trust & Estate Planning

HomeTrust & Estate Planning
 

Trust & Estate Planning

 

Revocable living trust or will?

Estate planning serves many different needs.  There are many different ways to plan.  This typically includes revocable living trusts, wills, beneficiary designations, and holding title in joint tenancy.

For many people, the intent is to simplify the handling of the individual’s affairs after they are gone so that loved ones can avoid the complexity, expense and stress of court probation administration.  This can be accomplished with a revocable living trust.  Such trusts are no longer needed to minimize estate taxes because California has no inheritance tax and the federal exemption is high enough that the average person’s will not be subject to federal estate tax.

Good estate planning also includes planning for circumstances in which the individual becomes ill or disabled but doesn’t die.  This includes health care directives and durable powers of attorney. These can be coordinated with your estate planning to work together in important ways.

We make house calls.  Special arrangements can be made to come to your home, a hospital or care facility.  As a certified hospice volunteer, Will Holsinger understands more than just the law; he understands the circumstances affecting aging and dying.

 

Personal legal counsel to individuals, professionals, and businesses.