WILLS & TRUSTS

Years of litigation experience has impressed upon David the importance of avoiding legal problems through pre-planning.  One of the most effective ways to help your family avoid legal & financial problems, is to set through proper Estate Planning to work together to protect your assets for your family.

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David offers a five document solution package which includes:

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WILL - Everyone should have a Will.  A Will is a document you create to tell your family what to do with your worldly possessions when you die. It also allows you to select a guardian for your minor or disabled children and pets.

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TRUST - A Trust is a legal document that protects your family, money, home and assets by allowing you to leave a set of instructions for the distribution of your estate if you pass away.  If you live in California and your estate is worth more than $150,000 or more (including property), you MUST have a trust in order to avoid probate proceedings, which can be both time consuming and expensive.

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DURABLE POWER OF ATTORNEY – A legally binding document that assigns a person of your choosing to handle personal legal issues on your behalf if you become incapacitated due to physical or mental reasons. This may include anything from buying and selling a piece of property to handling daily finances.  Giving someone a Durable Power of Attorney is sometimes necessary, but not a matter to be taken lightly. You should always consult an attorney before signing a Durable Power of Attorney.

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ADVANCED MEDICAL DIRECTIVE - This is a legal document that tells your family and doctors what you want to happen if you are unable to make medical choices on your own (i.e. in a coma).  This document also allows you to designate an “Agent” (usually a close family member) to make medical and end-of-life decisions on your behalf.    

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HIPPA DIRECTIVE - A HIPPA directive grants individual people, such a spouse or your doctor, access to your personal medical information.  If you become incapacitated, time may be of the essence.  Having a completed HIPPA form can speed up your treatment and assure that your attending physician and medical representative understand your current medical condition and background.

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This effective group of documents will protect you, your family, your children and heirs in the event of foreseen and unforeseen events for decades to come.