Estate Planning

Do you need an estate plan? Even with the recent changes in the federal estate tax laws, almost everyone needs a plan. Your plan should be tailored to meet your individual needs. Not everyone needs a trust, but everyone should have a basic Will, an Advance Health Care Directive and a Durable Power of Attorney for Financial Matters.

Many people, including attorneys, often overlook the most important part of proper estate planning. What is the most important part? Well, while it is helpful for your heirs to have some guidance on what your last wishes are, the more important issue is planning for your care during your lifetime. A properly executed trust, Advance Health Care Directive and Durable Power of Attorney for Financial Matters can allow you to decide who should make decisions on your behalf if you become unable to do so yourself. This is something everyone can – and should – plan and address while they are still able to do so.

Whether your estate is simple or complicated, large or small, you need a plan that addresses your individual needs. If you are ready to take the first step, contact us for an estate planning appointment.

Our Location
468 Poli Street
Suite 2F
Ventura, CA 93001

Call Us
(805) 643-4200
Fax: (805) 643-4201

Email us to request your complimentary 30-minute consultation