Plan for the future with the help of April A. Verlato, Attorney at Law. We can prepare a living trust or will for you. Our office also handles probate and trust administration.
Call April A. Verlato, Attorney at Law today at 626-445-2411 to schedule your FREE initial consultation, and start planning for the future!
Health care directives
Power of attorney
To control who receives your assets when you die. If you have not done any formal planning prior to your death, the State of California will tell your heirs who gets what, and how much of your estate they will get.
We can help you avoid probate and conservatorship with our knowledgeable staff and personalized service.
Get a FREE initial consultation by calling us today.
An HCD is a document which memorializes your wishes regarding medical treatment and it appoints an agent to speak on your behalf if and when you become unable to do so.
1. Eliminate / Reduce Estate Taxes
If you have significant assets, your estate may be subject to Estate Taxes. Proper estate planning can minimize, and sometimes even eliminate your estates liability for these taxes.
2. Avoid Probate
Probate is expensive. There are fees to be paid to the Executor of the estate and to the attorney handling the probate. Probate is also time consuming. It is common for a probate case to last a year or longer before assets are distributed. And, probate is a public proceeding. Anyone will have access to the list of your assets when you die, and a list of your heirs and how much they will be getting.
3. Avoid Conservatorship
If you have become incapacitated and cannot manage your affairs, your family and friends would need to petition the Probate Court to appoint a conservator for you to manage your affairs. A properly drafted trust would include detailed instructions on how your property is to be managed for your benefit and a named successor trustee could take over during your incapacity.
A Living Trust can give you peace of mind knowing that you have a comprehensive, personalized, and thoughtful plan in place for your own protection and also for the benefit of your loved ones after you are gone.