Estate Planning isn’t just for the rich!

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Yes, a will is always important but if you have assets, a more comprehensive estate plan is necessary.

While reading the current issue of MONEY Magazine, I came across an article (that’s where the picture came from) and thought it would be a good time to remind my followers and clients that just because you haven’t met your goal of becoming a millionaire, doesn’t mean you don’t need a trust!

Especially now with the uncertainty of the fiscal cliff, if your estate exceeds $1 million dollars and you want to avoid probate, you will need to create a trust.

We offer flat fees for comprehensive estate plans. What exactly does an estate plan entail?? Well, our office includes the following: will, trust, health care directive, and a durable power of attorney.

As the year comes to an end, you should really consider creating an estate plan in order to protect your assets. If you are in our area, we will be happy to answer questions. If you aren’t in California, contact one of your local estate planning attorneys.

Talk to you soon!
Carmen

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This entry was posted in Estate Planning, Goals, trust and tagged , , . Bookmark the permalink.

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