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At Shoup Legal, we will be with you step-by-step through the Estate Planning process to create a plan that works for your unique needs and situation.
Estate Planning can be a difficult topic to consider because it forces you to think about what happens after you pass. However, it’s so important to have a plan in place to ensure that your loved ones and everything you’ve worked hard for are protected. An “estate plan,” generally refers to the way your estate is passed on to your loved ones in the event of your death. Estate planning consists of a variety of components, including:
Our Estate Planning Attorneys in Temecula will work with you directly to create a plan that is tailored to your unique needs and situation.
Contact us to schedule a no-obligation consultation and learn more about how we can help you plan today for peace of mind tomorrow!
An estate plan consists of written, legal documents, or tools, that allow others to manage your affairs if you are incapciated or have died. Many of the tools include revocable living trusts, wills, powers of attorney, advanced health care directives, and so forth.
The key is knowing which tools are needed for your situations, how those tools need to be drafted and executed, and then making sure the plan is fully implemented through properly including all of your property and assets into the plan.
A living trust (sometimes called “revocable” or an “inter vivos” trust) is a legal written document created by you (the grantor) during your lifetime. Similar to a will, a living trust details what your desires are with regard to your assets, your dependents, and your heirs.
Contact us today so we can discuss your situation with you.
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