Planning for your future can be a daunting task. Estate planning requires the creation of instruments and documents such as wills, trusts and powers of attorney. These estate planning tools allow you to protect your estate and ensure that your loved ones are properly taken care of after you are gone.
Estate planning gives people the peace of mind to know that they have communicated their wishes for emergency health decision-making to someone they trust; planned for the continued care of children in a loving home; and provided for family, friends and charity by ensuring their assets are distributed as they intended.
Wills, trusts and healthcare directives (living wills) are all tools for proper estate planning. These tools protect your assets, limit your tax liability, and permit you to control where your assets will go upon your death.
At the Law Offices of Sherrie L. Davidson, Inc., our Big Bear City, California, Wills & Trusts Lawyer works to provide clients with tailored and knowledgeable estate planning put into a will or trust. We understand the sensitivity that these issues need to be handled with. To minimize your concerns, we take the time to explain all aspects of a client's matter to ensure you understand your options.
- Wills: A will is essentially a set of instructions that controls the distribution of your assets upon your death. This is an effective way to ensure that after you are gone, your assets are properly distributed to your family members and loved ones according to your wishes. We can help you draft a will that takes effect after your death or a living will which is used to ascertain the level of healthcare you wish to receive should you become incapacitated. A living will may also be called an advance healthcare directive.
- Trusts: There are many types of trusts design to achieve different goals. We assess your financial situation, the assets that will fund the trust and your goal for the trust. We then explain the most appropriate type of trust for you. We have experience creating a wide range of trusts; including revocable and irrevocable trusts, testamentary trusts and special needs trusts.
Contact Our Firm
If you have questions regarding wills and trusts, schedule a consultation with an attorney at the Law Offices of Sherrie L. Davidson, Inc.. We can be reached at 909-937-0099 or through our online contact form on this website. Our normal office hours are Monday through Friday 8:30 a.m. to 5 p.m.
