Estate planning can be a relatively straightforward process with help from an attorney. At the Santa Clara County, California, Law Office of David T. Mar, I can help you customize both wills and trusts to plan for your future.
To schedule a FREE initial consultation in my Cupertino, California, estate planning law office, contact me online or call (408) 973-7233.
A will is a customizable estate planning document that lays out an individual's preferences to be carried out upon his or her death. Guardianships of minor children, asset distribution, and beneficiary information are just some of the preferences that can be indicated in a will. I will work with you to ensure the things that matter to you are indicated in your will.
A trust is a document that holds property, allowing for the smooth transfer of property following the holder's death. In creating a trust, a trustee is appointed to hold the title of the property. I can explain the benefits of the following types of trusts:
Many people choose to use trusts to avoid the process of probate, a costly and timely burden on families following the death of a loved one.
A living will should be updated periodically to ensure that it is current. Besides accurately representing number of children and current life circumstances, a will must comply with current state laws. Additionally, you may need to update your estate plan if you have recently gone through a divorce. Contact the Law Offices of David T. Mar if you are interested in updating your will.
For more information about will preparation and estate tax minimization, contact our Santa Clara County Estate Planning Lawyer today. We can discuss your estate planning options in your initial consultation. Call us at (408) 973-7233 or fill out our online form .