ESTATE PLANNING SERVICES

WILLS, TRUSTS, POWER OF ATTORNEY, MEDICAL DIRECTIVES, AND MORE

Having an estate plan is a good idea, both for you and those you love.  Whether you have large amounts of property or a single family home, are a business owner or a homemaker, an estate plan can provide for your loved ones and give you the peace of mind that comes with knowing that your wishes will be followed and your legacy will be intact.  An estate plan can also ensure you are provided for in the event you become permanently or temporarily incapacitated. 

WILLS & TRUSTS

Both Wills and Trusts allow you to communicate your wishes and make things easier for the people you care about. One of the primary differences between a Will and a Trust is that a Trust can help you avoid Probate Proceeding (a public trial concerning the administration of your estate). Probate can be expensive, stressful, and time consuming for your surviving loved ones. Proper use of Trusts can also provide significant tax savings in certain circumstances. However, depending on size, your estate may be eligible for a "Summary Probate" procedure that is relatively inexpensive and quick. Talking with a knowledgeable attorney can help you determine whether a Will, Trust, or both are right for you. 

DURABLE POWER OF ATTORNEY

A durable power of attorney is often included in an estate plan to provide protection should you become incapacitated. It allows you to nominate a person, persons, or a business you trust to make financial decisions that are in your best interest should you be unable to make those decisions for yourself, either on a temporary or permanent basis. 

ADVANCE MEDICAL DIRECTIVE

Like the "Durable Power of Attorney" (discussed above), an Advance Health Care Directive allows you to nominate a person, persons, or business you trust to make health care decisions on your behalf should you be temporarily or permanently unable to make those decisions for yourself. 

 

Robert W. Pendergrass, Attorney at Law    3735 E. Ventura Ave. Fresno, CA 93702   T. 805.946.1625   F. 805.946.1626 rwp@rwpattorney.com

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