It is never too early to start thinking
about preserving your assets. I can help you
to plan for your future can needs,
including:
• Preparing a will
• Creating a living trusts
• Developing a living will
• Creating powers of attorney
Wills are important to establish how you
want your assets distributed and who will be
appointed as guardian of your children. In
California, a will permits a person to
determine what will happen to their assets
and debts upon their death. Some issues
addressed in most wills are:
• The appointment of an executor or
executrix;
• A plan of distribution which may include
specific transfers (bequests) to
individuals, entities or charities as well
as the distribution of assets to heirs and
other beneficiaries of the estate;
• The creation of trusts; and
• Instructions on whether to sale or retain
real estate interests.
For many reasons, if you are recently
divorced you will want to change an existing
will. Also, you will want to change any
existing power of attorney which nominates
your ex-spouse, and any existing trusts in
which your ex-spouse appears.
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