In our previous post, we discussed some of the items that shouldn't be included in wills. To some of our California readers, that might have seemed kind of odd since we have often said that a will is a legal way to let your loved ones know who gets what when you pass away. As we discussed, items like retirement accounts, bank accounts and insurance policies might have a beneficiary or payable on death designation. That is the reason why those assets can't be included in a will.
We know that creating an estate plan that accurately depicts your wishes can be difficult, especially when you need more than just a basic will. Because estate planning is a very personal process, we want you to know that we can help you to meet your estate planning goals.
Some people might be tempted to leave out deals, such as assets or other items, but that can work against you when you are planning what will happen to your estate. By being open and honest with us, we can help you to learn how your loved ones might be able to avoid probate and minimize tax liabilities. We feel that is important because we know you want your loved ones to get as much from your estate as possible.
We aren't limited to only helping you with your will. We can help you come up with a comprehensive estate plan. From deeds and trusts to health care directives and powers of attorney, we can help you to create an estate plan that suits your personal goals for what will happen after you are gone.