Tailoring Estate Plans To Protect Your Legacy
It is a common belief that only multimillionaires should meet with an attorney to develop an estate plan. However, these documents can protect people in other income brackets as well. Well-designed estate plans ensure your assets are distributed properly, protect your future health care and financial interests, and limit tax obligations.
“Do-it-yourself” estate templates exist on the internet, but these basic forms do not account for unique circumstances or wishes that customized estate plans address. If you do use one of these generic forms, you run the risk of omitting important information that could affect your beneficiaries in the future.
At The Law Offices of Kelly Warren, our staff has years of experience creating estate plans for our clients throughout San Gabriel Valley. Our principal lawyer, Kelly Warren, has practiced estate and probate law in California for over three decades.
Using his substantial legal understanding, Mr. Warren is able to customize estate plans at a cost-effective rate. When you retain him, your legal fees pay for a tailored product, not for on-the-job training.
Incorporating A Wide Range Of Estate Planning Tools
Estate plans contain more than a last will and testament. Based on your concerns or situation, you may gain from incorporating other legal instruments.
Attorney Warren is qualified to draft, review or update these documents:
- Wills and trusts
- Instructions for health care
- Advance health care directive
- Durable power of attorney
In addition to our firm’s ability to design and revise these documents, our team offers estate and trust administration services. When it is necessary to probate your estate, your beneficiaries can work with an attorney familiar with their case. As a matter of fact, many of our anchor clients, their children and their grandchildren have benefited from Mr. Warren’s counsel when they participate in estate planning and administration.