Estate Planning Attorney San Jose

Does Your Estate Plan Reflect Your Current Needs?

Do you need to develop a clear, concise estate plan to preserve your assets and protect your loved ones? Do you need to update your existing estate plan to reflect your current assets, change beneficiaries or trustees, or respond to changes in the current law?

No matter your circumstances, the Law Offices of Samuel Maverick can help you draft an estate plan that suits your unique needs. Based in San Jose, our firm has assisted individuals and families with their estate planning needs since 1997.

Every Adult Needs An Estate Plan — Including You

Many people have the misconception that estate plans are for the very wealthy. If you are over the age of 18, you should have a legally sound estate plan to ensure that your relatives and the state handle your assets as you see fit.

Estate plans are crucial to passing your money and property to the people you love. A good estate plan will also protect your hard-won assets from estate taxes and prevent your loved ones from grappling with probate.

What Should My Estate Plan Include?

Although your estate is unique, most estate plans are composed of a few standard documents. Depending on your needs and the assets you own, your estate plan may include documents such as:

• A will, which specifies how your assets are to be distributed upon your death
• A revocable living trust, which protects your assets from the probate process
• A power of attorney, which designates a person to oversee your health and/or financial affairs if you should become unable to make decisions on your own behalf
• An advanced health care directive, which outlines the health measures you would and would not want taken on your behalf should you become incapacitated
• A living will, which specifies the type of end-of-life care you want if you are unable to express your desires to your medical team or family

If you have any questions or would like to schedule a FREE initial consultation with one of our experienced attorneys, please Contact Us online or call at (408)449-6797 today!