ESTATE PLANNING


Drafting Estate Documents

Attentive & Compassionate Legal Services

Many people assume that estate planning is all about planning for when you die. However, the truth is estate planning is about making the necessary preparations for the people you love most to ensure they are covered when you aren’t able to be there for them. At Devereaux Estate Law our legal professionals are here to use our extensive resources and knowledge of the law to help you carefully plan ahead so you can protect your loved ones if something were to happen to you. Our goal is to make estate planning easy for you, so give us a call today to find out more about the estate planning services we offer at our law firm.

Estate Planning Services We Offer

We proudly offer the following estate planning services for clients:

  • Trusts
  • Wills
  • Powers of Attorneys
  • Special Needs Planning
  • Asset Protection
  • Advance Directives
  • Inheritance Law

Every person’s estate is unique, which is why you need to take the time to meet with a competent attorney to discuss your finances and make an inventory of all the assets that you want to pass on to your family.

Estate Planning Errors to Avoid

Here are three of the biggest estate planning errors that we commonly see people make:

  • Not Planning at All: Although it may be unpleasant to think about, you need to have a thoughtful plan in place for when you die. Estate planning is one of the most important things you can do to make sure your affairs will be handled properly when you are gone.
  • Forgetting to Update the Will: If you have recently experienced any major life events, such as divorce, the death of a family member, or purchasing new property, then you need to update your will to make sure the right beneficiaries receive your assets when you die.
  • Forgetting to Transfer Life Insurance Policies: Although you might have life insurance, it can take months for your family to obtain payment after you die. This is why you need to transfer your life insurance into your trust to make sure your loved ones receive the proceeds as soon as possible.

Benefits of Having an Estate Plan

Are you a homeowner? Estate planning can provide you with many benefits not only for yourself but also for your family. An estate plan leaves nothing to chance and confirms that all your assets are accounted for and prepares for your future. Benefits of having an estate plan include the following:

  • Providing For Your Family/Loved Ones
  • Ensuring Your Children Are Protected
  • Decreasing Your Expenses
  • Quickly Distributing Assets
  • Enjoying a Smooth Retirement
  • Being Prepared For the Future
  • Avoiding Probate
  • Privacy

When you have an estate plan set up, you can ensure that your family is provided for after your passing. Devereaux Estate Law, PC is here to help guide you through the process. Let us help you get peace of mind for your future. Call today for a free consultation!

What Does Estate Planning Include?

Regardless of your wealth or family situation, anyone can benefit from having an estate plan set up. An estate plan includes a variety of documents that specify how you would like your assets distributed to your loved ones after your passing. An estate plan includes the following:

  • Last Will and Testament
  • Trust
  • Durable Power of Attorney
  • Durable Health Care Power of Attorney
  • Living Will
  • Letter of Intent

The Sacramento estate planning lawyers at the Devereaux Estate Law, PC have a broad knowledge of the process and are here to help guide you through all of the necessary documents. We are here to give you peace of mind! Call us today for more information and to schedule a free consultation.

Contact an Estate Planning Attorney in Sacramento

Do you want to find out more about the many ways estate planning can benefit your family and help you protect your legacy? Then please don’t hesitate to get in touch with Devereaux Estate Law, PC to discuss your estate planning needs so we can draft a personalized strategy that will help you achieve your goals.

We’re here to help! Simply email contact@devereauxestatelaw.com to discuss your requirements.

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