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Estate Planning

Orange County Estate Planning Lawyer

Assisting Individuals and their Loved Ones with Every Aspect of the Estate Planning Process in California

Good estate planning takes a lot of work, and when you are ready to embark on the process, it is important that you fully understand all of the necessary documents that go into a workable and successful estate plan. Proper estate planning is important and can result in consequences that will impact the members of your family for many years to come. Therefore, when it comes to preparing the proper documents, you want a lawyer on your side who is experienced in all areas of the estate planning process.

Attorney Roshni T. Desai can assist you and your loved ones with every aspect of estate planning, including explaining all of the necessary documentation. Our goal is to help you develop the most comprehensive and complete estate plan as possible. We can answer all of your legal questions, ensure that your documents comply with the law, and help you make decisions that are well-informed.

The Process of Estate Planning

The legal process of estate planning in the State of California is multi-faceted. As part of the estate planning process, we can assist you with all of the following:

Primary Purposes of Successful Estate Planning

Successful estate planning in Orange County, California, has several ultimate goals and purposes. First, successful estate planning can help you lessen or avoid fees, taxes, and other expenses assessed upon your estate. Estate planning can also help with arranging for finance management and proper health care treatment or nursing home care in the event you become incapacitated at some point and are unable to care for yourself. Finally, proper estate planning can work to ensure that upon your death, your assets are distributed to those individuals whom you wish to have them.

The Importance of Estate Planning

Estate planning is what you are able to do now to make things easier for you and your family when more difficult times may come in the future. It is a way to get arrangements in place now when you are thinking more clearly and have the legal capacity to sign documents.

Many families struggle to make decisions when their loved one may be starting to decline. When that happens, the family member affected by the situation cannot fully participate in the decision-making process. Estate planning is a way of allowing them to have their say now about what happens in the future when they may not be able to express their opinion effectively. If you do not have an estate plan in place when you need it, the state or the courts may end up getting involved.

Time is of the essence when it comes to estate planning. You never quite know when you will need to have the legal arrangements in place. For things like long-term care trusts, there may be a lookback period that might need to run before they become fully effective.

Examples of Estate Planning

While estate planning involves your assets, there are many other things that can fall under the umbrella of estate planning. Estate planning can include:

Customized Estate Planning

Each family has its own unique situation. There is no one-size-fits-all estate plan that could work for everyone. Instead, you would arrive at an estate plan after considering your own specific situation and consulting with experts. You need to consider different contingencies and factor them into your estate plan.

In addition, you must periodically review your estate plan after you have put it into place. Circumstances in life change. People could pass or marriage could end. After every major life change, you should sit down with an attorney and figure out how it affects your estate plan. Even without changes, you should periodically review your plan and see if it matches your current life circumstances.

The Importance of an Estate Planning Attorney

When you need your estate plan, the last thing that you want is for it to be challenged or found invalid. Mistakes can happen, but never for your estate plan. Your estate planning attorney could help review your choices and draft the necessary documents for you. This could help you avoid errors that could cast questions on your estate plan when you need it the most.

An estate planning lawyer could also give you the confidence that you need to get started on the process. Many people hesitate because they simply do not know where to start. Your estate planning attorney will take the lead in suggesting options and formulating a plan so you can be prepared for any eventualities.

Contact an Orange County, California Estate Planning Lawyer Today

Estate planning can be a complicated process in California, and legal questions are sure to arise. If you and your loved ones are in the process of planning your estate, you should look no further than the Law Offices of Roshni T. Desai. We can assist you through every part of the process and ensure that your estate documents are carefully prepared – and that they reflect your goals and intentions.

To schedule a free consultation and case evaluation with a Orange County, California estate planning attorney, please call us at 714-694-1200 or contact us online for more information.