Estate planning isn’t just for the wealthy. Whether or not you realize it, you already have an estate, which is merely a way of describing your total assets. The wealth you’ve accumulated so far, and that which will be added in the future, can be subject to a wide array of forces and laws. Joseph M. Mona, a California attorney and Certified Specialist in Estate Planning, Probate, and Trust Law, will guide you through the maze of plans and options available, no matter your wealth level.
Shouldn’t securing your family’s future be a high priority? The best estate plans are personally tailored to your individual family situation. An experienced estate planning attorney can do more than just list your options. Knowing which plans and methods can best help you achieve your personal objectives and how to implement them separates excellent estate plans from merely functional ones. No plan of this type can come about by accident, with non-attorney “trust services”, or through internet forms and self-help software.
Comprehensive estate plans involve the coordination of the following components:
-Trusts
-Wills
-Powers of Attorney
-Retirement Plans
-Life Insurance
-Investments
-Real Estate
-Corporations
-Partnerships
-Limited Liability Companies (LLCs)
A qualified California estate planning attorney with extensive experience can help you achieve your goals and provide a solid plan to retain your assets. You are encouraged to contact our office today to schedule a personal consultation to determine how estate planning can benefit you and your family.