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Estate Planning

When we think of Estate Planning, we tend to think of Wills and what will happen to our estate when we die. A Will, of course, is important for distributing your estate amongst your named heirs and beneficiaries, as well as for minimizing estate taxes.  A will is also the document where you will name the executor of your estate as well as the guardians and trustees for your minor children. Usually little attention, if any, is paid to what might happen if we become disabled and are no longer able to act for ourselves.

If the unthinkable does happen and you are disabled to the point where you need the help of others to manage your affairs, the question of who will make decisions for you and what those decisions might be will become vitally important in terms of what your quality of life will be in the future. It is for this reason that a sound estate plan should take into account not only a properly prepared and well thought out Last Will and Testament, but also a Durable Power of Attorney and Living Will (Advance Medical Directive). Together, these three documents constitute an integral part of your overall estate plan.

The attorneys at Serra Law Group have extensive experience preparing all three documents and are happy to work with you in making sure the right estate plan is in place according to your particular situation.  The security of your family begins with a solid estate plan, though surprisingly many people ignore this and leave their estates to chance. You'll be surprised at how easy we have made the process. Beat the odds and call us…

Note: If you have a basic estate plan in mind and a moderate level of assets, you can have all of this done at your convenience and at a very reasonable fixed fee through our on-line legal service. We would encourage you to take a look. If, on the other hand, your estate plan is more complex or the value of your estate is substantial, we can certainly help and in most cases quote you a fixed fee as well. Just call our office. Please keep in mind that if you try our on-line legal service and you find that will not work for you, don't worry, any money you paid will be credited to you if you elect to retain us in the “traditional” manner. So don't put off having a new will done – we make it pretty painless!

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