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Every Adult Should Have An Estate Plan

Every Adult Should Have An Estate Plan

While our lawyers are skilled at estate administration and trial advocacy in will contests and estate disputes, we also offer comprehensive estate planning services focused on meeting our clients’ unique individual needs. At Pedder, Hesseltine, Walker & Toth, LLP, we understand what issues may arise in the future, and apply that insight to developing a solid estate plan that will keep you and your family secure in the years to come.

Nearly everyone, regardless of their level of wealth, should have basic estate planning documents in place to prevent disputes and avoid certain costs at the time of death.

If you have substantial assets, including a home or another real property, the costs of estate planning will almost certainly be much less than the basic statutory fees for administering your estate. Call our Lafayette office today at 925-283-6816 to learn more.

Document Your Wishes And Protect Your Assets

Building a strong estate plan can have a variety of elements — it’s often much more than simply a will. We evaluate the full scope of your situation to help you:

  • Create a will, living trust and powers of attorney to carry out your wishes and protect your assets against unnecessary probate fees, taxes and other expenses
  • Plan for the possibility of a disabling illness or catastrophic injury through the development of a durable power of attorney for financial affairs, an advance health care directive and a nomination of conservator
  • Address specific concerns such as minimizing “death tax” liability, avoiding the need for a conservatorship and maintaining privacy rather than going through the costly and public probate process

When you walk in our office, we sit down with you to discuss your needs and concerns so we can offer a solution that is tailored for you, your assets and your family. We develop trusts and well-structured estate plans based on your specific priorities and goals. Our legal team also has experience protecting the interests of administrators, trustees and other personal representatives across California.

Get started by calling one of our Lafayette estate planning attorneys at 925-283-6816. Or you can reach out online to schedule your first consultation.