My office provides full estate planning services. A full estate plan might look like this:
Revocable Trust
A trust is a way to transfer assets upon your death to your loved ones without a court process. There may be tax benefits to having a trust for married couples.
Pourover Will
Often, a will is drafted in conjunction with a trust to ensure that any assets not in the trust still get transferred into the trust at death.
Advance Health Care Directive
An advance health care directive designates an agent to make health care decisions for you in the event you are unable to.
Power of Attorney for Financial Management
A power of attorney designates an agent to manage your finances, such as your bank accounts, in the event you are incapacitated. This ensures that bills can continue to be paid.
Other Planning Issues
If you have minor children, we can create a way for your assets to be managed by a trustee until they are of age to inherit your assets.
If you have a business, I can assist with business succession planning and putting your business into the trust.
Sometimes your beneficiary might be disabled or unable to care for themselves. I can help design a special needs trust to ensure the beneficiary can still receive public benefits while getting help from a trust.
Law Office of Anthony Seto 