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Estate planning is often summarized by the questions, “Who gets my assets after I die?” and “How do I avoid the costs of probate?” Estate planning, though, is much more than that, and the primary reason for the rapid growth in probate litigation is that planning documents are not valid or are not clear, and then costly litigation follows.
An experienced estate planner will take you through a series of questions regarding your own life and what you want for your children, grandchildren, and maybe even charities. There are numerous considerations and a variety of unknowns. We will review the following questions when you come to our attorney for estate planning San Jose, CA families rely on.
Often through multi-generational meetings, Mr. Ward counsels' clients looking for estate planning in Hollister, CA or a nearby area to help families with the decisions necessary to properly protect themselves and their assets. Mr. Ward uses estate planning techniques designed to protect clients and their loved ones and properly transfer what oftentimes takes a lifetime to build.
Proper planning of the transfer of assets entails considerable discussion and review of the options and alternatives that are available to achieve the client’s wishes. For many clients, a degree of flexibility in the planning process best suits their needs.
While we may assume some things based on statistical averages, there are always cases that don’t follow the standard statistical pattern. Proper estate planning needs to take this into account. Call The Law Offices of James A. Ward today.
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Questions that are easily answered by one couple may present such a huge obstacle to another couple that they cannot move forward until they’ve had a few days to think about it. There are cases where the client wants to consult with an adult child, and there are cases in which the parent does not want the adult child to know anything about their situation. There are also those cases where the parents have substantial wealth that they have accumulated, and they do not want their children to be aware of the extent of that wealth until after both parents pass. Every case is different.
This is an extremely personal area of the law. Each person and each family has their own story, issues, values, and wishes for their family and intended beneficiaries. Planning for financial management and health care during incapacity varies from person to person. We respect that and counsel people on how we can help them achieve their goals for themselves and their heirs in the best possible manner.
Mr. Ward takes the time to know each client personally and develop an understanding of their wishes. Our estate planning offices generally will not charge for initial consultations, and we can often provide basic guidance to clients. We invite you to contact us to see if there is something we can help you with.
Located in San Jose, CA and Gilroy, CA, The Law Offices of James A. Ward specializes in elder law, estate planning, and Medi-Cal. Free consultations. Free second opinions. Call now.
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