What is an Estate Plan and Why Do I Need One?

Estate Plan 101 – Your San Jose Estate Planning Attorney understands that your family is your life. You would do anything to protect them, but what happens if something happens to you? An estate plan is a way to make sure your family is taken care of financially if you become incapacitated or die. It’s not just for the rich and famous – everyone should have an estate plan! Here’s what you need to know about why estate planning is so important for our San Jose families.

First off: What is Estate Planing?

Estate planning is one of the most important processes a person can go through. By taking advantage of San Jose Estate Planning attorneys who specialize in this field, you get sound advice about how to best organize and protect your possessions so that upon your death, your wishes are respected and efficiently carried out. You can set up trusts, powers of attorney, designations of guardianship and medical directives – all essential documents that ensure that what you have worked for your entire life is going where you desire it to go. The fact that estate planning may also help save money in taxes should not be ignored either; as they say, a penny saved is a penny earned! With proper and professional assistance, creating an estate plan guarantees peace of mind knowing that both you and your loved ones will be taken care of no matter what the future brings.

What Type of Estate Plan Do I Need?

There are many estate planning options available to ensure your finances, heirs and assets are in order, no matter what the future holds. One of the most trusted and commonly used estate plans is a revocable living trust — a versatile and convenient choice that can help protect you, your properties, assets and loved ones. Establishing a revocable living trust plan can be a great way to sustain your legacy and provide support, protection, and guidance for your assets and loved ones. Each family has a different estate planning need so it is important to talk to a qualified San Jose Estate Planning attorney to find out what will best suit your needs.

Why Do I Need an Estate Plan?

San Jose locals know that planning for the future can be a daunting task, but establishing an estate plan is one of the best ways to keep your family and assets protected. With a revocable living trust, you’ll spell out how things are handled in case of death, disability or other life events. Having this type of plan in place not only gives peace of mind but will save your loved ones a lot of worry and stress during difficult times, as well as ensuring that you remain protected, even at your most vulnerable. By putting together an estate plan now, you can look forward to the future with confidence and reassurance.

How Do I Create an Estate Plan?

Creating an estate plan doesn’t have to be daunting or overwhelming; call the Copenbarger law firm today and they’ll be able to simplify the process for you. They will help construct a rock solid plan so that you can rest assured knowing that every aspect of your estate is properly cared for. Knowing that you’re setting up a lifetime of security for your family can provide great peace of mind and make this task feel much more rewarding than it may seem at first.

What are the Benefits of Having an Estate Plan?

Copenbarger Law has been serving families in San Jose for over forty years, and always emphasize the importance of having an estate plan. It is a long-term plan that helps ensure your legacy is secure, your family is cared for, and your assets are protected.  An estate plan ensures that you can manage your most valuable assets — your home, investments, and other property — and assign them to loved ones when the time comes. It also allows you to create healthcare preferences that will live on after you have passed, ensuring your wishes are respected. Estate planning gives peace of mind now and secures your legacy for generations to come — Copenbarger Law makes it easy!

How Do I Create An Estate Plan?

Creating an estate plan doesn’t have to be daunting or overwhelming; call the Copenbarger Law Firm today and we will be able to simplify the process for you. We will help you construct a rock solid plan so that you can rest assured knowing that every aspect of your estate and family is properly cared for. Knowing that you’re setting up a lifetime of security for your family can provide great peace of mind and make this task feel much more rewarding than it may seem at first. To get started on your estate plan today, call (800) 244-8814. We look forward to working with you!

If you have any further questions about estate planning and strategies to shield your wealth, or if you’d like to have your current asset protection plan reviewed to make sure it still meets your needs, please contact us at one of our offices located throughout the state of California 800-244-8814 to set up a consultation.