Estate Planning
Estate Plan
Estate planning arranges the management and distribution of assets after someone's death or incapacity. It aims to fulfill a person's wishes, minimize taxes, and financially support loved ones. Key documents include wills, trusts, powers of attorney, and healthcare directives. They detail asset distribution, financial management in incapacity, and healthcare preferences. Tax minimization strategies like gifting and trusts might be employed. Estate planning steps in the US are: 1. Set your goals, like asset distribution or tax minimization.2. Draft a will to detail asset distribution.3. Consider creating a trust to manage assets.4. Assign powers of attorney for financial and healthcare decisions.5. Draft an advanced healthcare directive for medical wishes.6. Regularly review and update your plan.Message or call today to book your appointment for estate planning.
2033 Gateway Place, Ste.500 San Jose, CA 95110.
408-945-3950510-682-2770admin@estatelawoffice.com
39510 Paseo Padre Pkwy, Ste.300 Fremont, CA 94538.
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