Estate Planning

Benjamin Franklin said “In this world nothing can be said to be certain, except death and taxes.”   While very few people like to think about death,  it is inevitable.  That’s the ugly truth.  Unfortunately, because we don’t like to think about death, we easily postpone getting our affairs in order.  Establishing an estate plan is one of the most important steps you can take to make sure your affairs are in order for your peace of mind and that of your loved ones.   Having an estate plan puts you in charge of your finances and can spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become incapacitated.

What does an Estate Plan include?

There are several documents that comprise an entire estate plan.  These documents include, but are not limited to, a living trust, a pour-over will,  durable power attorney and an advance health care directive.  These legal documents working together are intended to provide you with the peace of mind knowing that if you become incapacitated or when you pass away your finances will be handled and your assets will be properly distributed to your beneficiaries without the need for a lengthy and costly court process, otherwise known as probate.

Contact The Law Office of Jeremy F. Peck at (831) 224-3199 to discuss you estate planning needs.