An Estate Plan Built For You
Estate plans come in all shapes in sizes, from a simple will to a complex living trust. A good estate planning attorney listens to your needs and your wishes for your loved ones and your favorite charities and helps you put together a plan to help you reach your goals.
At the Law Offices of Mary L. Symons, Ms. Symons has helped many individuals and families to craft plans that will protect their wishes and their hopes for years to come. Among other estate planning matters, she has experience with:
- Revocable trusts
- Powers of attorney
- Advance health care directives
- Life insurance and retirement plan beneficiary designations
- HIPAA releases
- Funding of Trusts to avoid Probate
What Makes A Good Estate Plan?
There are many ways to plan your estate, but every estate plan should include a will or trust to dispose of your assets, a power of attorney and an advance health care directive.
A will or trust is important because it protects your wishes for how you want your assets to be distributed. If you don’t leave a valid will or trust, the state will come up with one for you according to preexisting guidelines. It could very well be something that doesn’t reflect your wishes and doesn’t provide for your loved ones’ needs.
Like a will or trust, a power of attorney and an advance health care directive are intended to make important decisions when you are no longer able to. This can save your loved ones a lot of heartache, because you make these decisions for them.
A good estate plan is flexible to meet your needs as times change. To read more about what happens after a loved one’s death, see our Post-Death Administration page.
Start Planning Your Future, And Your Family’s
Located in San Rafael, California, the Law Offices of Mary L. Symons helps individuals and families in Marin County and throughout the San Francisco Bay Area.