An Estate Plan Built For You
Estate plans come in all shapes and sizes, from a simple will to a complex revocable 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
What Makes A Good Estate Plan?
The best estate plan is one that works for you. Whether that includes a simple will, a trust, a power of attorney or an advance health care directive, it should meet your needs and represent your interests.
If you’re not sure where to begin, the first place to start is by speaking with an attorney about creating a simple will. A simple will doesn’t have to be long; it should include basic instructions for how you want your assets to be distributed. This is a good place to start for individuals who may not have a long list of assets to protect.
Once you have children or you own a few valuable assets, your estate plan may need to be updated to meet your change in circumstances. At that point, you may want to consider creating a trust to protect your assets from probate and potentially pass money to your heirs. Probate is an expensive process that can drain financial reserves you want to pass on to your family, which is why creating a trust or multiple trusts may offer the additional protection you need.
Regardless of how complex or simple your estate plan is, you should consider creating a power of attorney and an advance health care directive. These documents are intended to preserve your wishes for your health when you are no longer able to make decisions or communicate. Not only will this be important after you have passed away, but it can also be valuable if you are seriously injured and unable to tell your loved ones how they should handle the situation. An advanced health care directive lets you communicate your wishes regarding your health care to your family and medical care providers when you are not able to do so.
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.