Combining the Insight You Require With The Agility You Desire

Developing A Plan For Your Future

Estate planning is the process of determining the best way to pass your estate on to the people you choose. Since many laws govern this area, estate planning can be complicated. Many issues come into play, and taking the right approach for your personal situation is important to ensuring you have the right estate plan for you and your family.

Each client’s situation is unique, which is why we take the time to develop custom-tailored plans that suit our clients’ individual needs.

Create A Thorough Plan

We can help you form a comprehensive estate plan that reduces the chances of confusion and disputes over your estate. Depending on your assets and situation, a strong estate plan may include:

  • Will(s) – Depending on your assets, a Will may be the right method to determine how your loved ones divide and receive your assets. We can help you create a valid and proper Will to avoid fraud and family disputes.
  • Trust(s) – Depending on your assets, a living trust can allow you, as the Trustor, to use your assets for your own benefit during your lifetime, and provide a clear legal path for assets remaining after your death to pass to your heirs without probate. Your assets are moved out of your legal possession by placing them in a trust, which is the means by which probate is avoided.
  • Power of Attorney – Appoint a trusted person or organization to handle your financial, legal or health care matters if you become unavailable or unable to manage them for yourself. We will work with you to draft powers of attorney as appropriate to your estate planning goals.
  • Advance health care directives – Advance health care directives describe your preferences regarding treatment if you are faced with a serious accident or illness.

By taking the time to understand your unique needs, we can develop an estate plan that you can trust.

Prepare For Tomorrow With Our Experience

At Anderson Hayes, P.C., we strive to offer you the compassionate representation you deserve.

To learn more about how we can assist you with your estate planning needs, please call 858-771-7527 or email us to speak with an attorney.