Planning for the future can be challenging. You are no longer 21. You have lived a full and rewarding life. Maybe you are married, perhaps more than once. Maybe you have children. You have property: a house, a business, a vacation home, retirement accounts and investments. Estate planning is more than deciding to whom your property should go after you pass. It includes providing guidance to medical professionals should you reach a stage in your life where you are unable to communicate your wishes and desires. It includes electing someone to take care of your finances, pay your bills and write checks on your behalf if you should become incapacitated.
There are many tools at our disposal to help prepare your estate plan: wills, living trusts, advanced health care directive and power of attorney. Our goal is to find the best choices available to you that will preserve your assets and make them available to your beneficiaries exactly the way you desire. If you face estate taxes, we can guide you to help you reduce or eliminate your estate tax burden. Within each of these tools there are many options for you to consider, evaluate and eventually choose. At East Bay Probate and Trust Administration, we have the knowledge, experience and understanding to guide you through and create the estate plan that fits your goals, addresses your concerns, and provides you the peace of mind of a job well done.