Helping Clients Implement Their Specific, Individual Goals
It is never too early or too late to consult a lawyer about your estate plan. Maybe you have just started a family. Maybe you have accumulated some assets that you want to be sure to preserve. Maybe you are getting older and you want to make sure everything is in order.
Whatever your specific concerns are, our San Francisco estate planning lawyers at Lvovich & Szucsko, P.C., can help you put together an estate plan that meets your needs. We assist clients with all types of estate planning documents, including the following:
- Wills: A will is the most basic estate planning document. Your will expresses your wishes regarding how your assets will be distributed and who will take care of your minor children in the event of your death. Almost every estate plan should include a will of some type.
- Trusts: Depending on your specific estate planning goals, it may be beneficial for you to place certain of your assets in a revocable trust (aka living trust) and/or an irrevocable trust. When used correctly, trusts can provide flexibility, privacy and certain tax benefits.
- Powers of attorney: A power of attorney is a document that gives someone else the authority to act on your behalf. A properly prepared power of attorney can help you plan for your financial, medical and personal needs in the event that you become incapacitated.
- Advance health care directives: Commonly known as a living will, an advance health care directive expresses your wishes regarding the use of life-saving medical procedures. Advance health care directives often go hand in hand with medical powers of attorney.
Our attorneys will carefully guide you through the estate planning process, helping you select the right approach for your needs. Unlike many firms, we get directly involved in issues such as the funding of trusts to ensure that our clients’ estate plans are implemented correctly.
San Francisco and San Mateo Wills and Trusts Lawyers · 415-392-2560
Whether you need help creating an estate plan or reviewing an existing estate plan to determine whether it is up to date and conforms with California law, we encourage you to contact us at 415-392-2560 or by e-mail to schedule an initial consultation.