Whether you have a large amount of assets or a modest amount, everyone's assets come under the title of "estate." The term simply refers to all the things you own, such as a home, a car, bank accounts, property, investments and possessions.
At the time of your death, your assets should be distributed in the manner you would like, as well as with the least amount of taxes and fees to be paid to the government. A basic Estate Plan will do this.
Basic estate plans include documents such as a Trust, a Will, Powers of Attorney, Advanced Health Care Directives and other related documents. If you die without a plan in place, your assets will be subject to the probate laws in your state. State laws vary. Your Estate Plan will provide you and your family peace of mind, knowing there is an organized, comprehensive plan in place.
R&A Estate Planning Teams
Upon your death, the probate process involves paying debts you owe and transferring assets to your beneficiaries. Probate courts oversee this process and while some of the procedures vary by state, if you do not have a Trust in place, the court will inventory your property, pay bills or take out any taxes that are due.
A comprehensive Estate Plan will make this process much easier to deal with, especially for the executor of your estate, whose main goal is to carry out your wishes. Your assets are protected when you have an Estate Plan in place.
Locking the door to your home when you leave creates the first step in protecting the things you have worked so hard to attain. Take the steps now to protect your future, your family's future, and give yourself the peace of mind that a comprehensive Estate Plan can provide.
Basic Estate Planning
Wills, Trusts, Estate Plans,
Powers of Attorney,
Advanced Healthcare Directives
Tal Elfenbein, Connie Lee, Tamara Fong
San Mateo Team
Peter Richards, Christian Ziegler, Pierre Rodnunsky
Robert Miles, Peter Richards, Bianca Hernandez, Gal Elfenbein
Roxanne Jen, Victoria Campbell, Kayla Beyer, Donald Sweet
The term “estate” can be intimidating and some may feel their assets do not warrant the title of “estate.” Estate is a term that covers everyone’s personal assets, so whether large or small, a plan is an important part of your financial security.
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5959 Topanga Canyon Blvd., Suite 220
Woodland Hills, CA 91367
ph: 818-737-1090 fax: 818-737-1089