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Home » Estate Planning Articles » This New Year, Resolve to Plan Your Estate

This New Year, Resolve to Plan Your Estate

December 30, 2014

Compliments of Our Law Firm,
Written By: The American Academy of Estate Planning Attorneys

The New Year brings with it a renewed outlook and fresh resolutions. We vow to get organized, eat healthier, and lose those last stubborn 10 pounds. But many of us overlook one simple and practical resolution that could have a profound effect on our lives, not to mention the lives of those we love. What’s that resolution? Create a basic estate plan.

It’s not hard to get started. First, find an experienced estate planning attorney. You can start by checking with the American Academy of Estate Planning Attorneys or avvo.com. Call to make an appointment, and then relax. The attorney’s office will let you know what to expect, and what you need to bring with you to your consultation. The meeting is essentially a conversation about you, your family, and your goals. The attorney will ask many questions, listen carefully to your answers, and give you time to ask questions of your own. After your concerns are addressed, the attorney will suggest a plan to meet your needs.

The plan will be tailored to your specific situation, but it will likely include these basic documents:

  • Living Trust – This is the cornerstone of your estate plan. You transfer most of your assets into the Trust and retain control of the Trust during your lifetime. The provisions of the Trust allow for the assets to be managed by a Trustee selected by you in the event of your death or disability. The Trust provisions also dictate how the Trust assets will be distributed after your death. One of the advantages of a Living Trust is that Trust assets are not subject to probate.
  • Pour-Over Will – “Catches” any assets omitted from your Trust and “pours” them into your Trust after your death, allowing the terms of your trust to determine how these assets are distributed. You will also name guardians for your minor children.
  • Financial Power of Attorney – Allows you to appoint an agent to manage your financial accounts and any property not included in your trust in the event of your disability.
  • Durable Power of Attorney for Health Care – Allows you to appoint an agent to make medical decisions on your behalf if you are unable to do so yourself.
  • HIPAA Power – Permits your agent and the loved ones you list to access your healthcare information. Without this, confidentiality rules could prohibit the release of any Medi-Cal information.

Planning your estate is an easy and important resolution to check off your list. With the peace of mind and confidence you’ll gain from putting your estate plan in order, who knows what you’ll be able to accomplish next year? Maybe you’ll even banish those last 10 pounds for good!

 

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Client Review
July 29, 2020
    

We need to update our Living Trust and attended Schomer Law Group’s seminar. Afterwards we made an appointment and were impressed by the attention Scott Schomer and Liran Aliav gave to our case answering all questions and making suggestions how to minimize the estate tax. All the office staff is very friendly and we highly recommend Schomer Law Group.

Frank & Jutta R
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July 29, 2020
    

Mr. Schomer does an amazing job at explaining all the intricacies of establishing a trust. He and his team help you every step of the way so you always know what to expect and what you are preparing for. Best education you can get and the best gift you can give your family.

Paula M.
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July 29, 2020
    

We put off getting a trust for years. After attending a seminar with Scott Schomer we realized that the time had come to get a trust. We were given very good reasons for why we should get a trust. No pressure, just the plain facts. We are very relieved and happy to finally get our trust. Scott and Cesar were very knowledgeable, helpful and listened to our ideas of what we had to say. Any questions that we have now and in the future they are available to assist us to solve them. I recommend the Schomer Law Group and I wish we knew about them years ago.

Phillip G.
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July 29, 2020
    

When you’re presented with an invitation to attend in a mailer, you may have reservations, this was a truly gift!! My wife and I were educated and guided through the process of creating a family trust.
Both of our parents had attorney’s that “worked” with wills/trusts, but came up short. Fortunately, the Schomer Law Group was there! This is a group of attorney’s that only specialize in estate planning, law, and financial advice, so you know you’re getting expert and personalized advice. This is the best money we’ve ever spent!! Thank you!

Bob L.
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July 29, 2020
    

We knew we had to update our 10 year old ( 20 page ) trust. After several detailed meetings, Liran and Cesar produced a large ( 300 pages + ) highly detailed trust document that we have used to make sure our family estate is well managed and clearly understood.
They were all very helpful in answering myriad questions and explaining all the various options…

We would strongly recommend the Schomer Law Group to anyone with an estate of even modest means, to assure proper planning…

Bob S.
Client Review
July 29, 2020
    

We had contemplated updating our will and starting a trust for a number of years. After attending a talk by Scott Schomer we realized we were long overdue and the potential downside of not having our affairs in order was significant. Scott and his excellent team made the process simple and seamless. They were great listeners, addressed all our concerns and even pulled and processed all the paperwork from our financial institutions. If you are looking for assistance with estate planning, wills and trusts, we highly recommend Schomer Law Group.

Robert F.
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July 29, 2020
    

Very competent & informative – friendly atmosphere – ready to answer the most mundane questions – relaxed.

Joan S.
Client Review
July 29, 2020
    

Mr. Schomer was excellent in getting our family trust and estate affairs in order. My husband and I had put off doing this and Scott really made the process easy! He is very passionate in making sure his clients get all that they need and we really appreciated it. I would highly recommend him and look forward to the many years he will be available to assist our family.

Kim

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