Soquel Estate Planning

Soquel Estate Planning Attorney

Where does your money go after you die? This is a great question to ask a professional estate planner. If you have planned out your estate thoroughly, the answer is “It’s up to you”.  You may want to split up your assets and money between multiple parties or organizations, or you may want to leave it to one single person or entity. An experienced estate planner can help you make these decisions and accomplish your personal goals.  There is a big reason that the number of probate cases is skyrocketing and that reason is unclear, inaccurate, or invalid documentation. This happens often when there is no professional involved; it is easy to make mistakes since estate planning can be complicated. You can easily avoid costly probate litigation by hiring a professional estate planner in Soquel. 

You may be thinking that estate planning is only for the very wealthy-those with large homes or even mansions, expensive cars, luxury vacation suites, and ornate landscaping. But this is not the case. Estate planning is for just about everybody, and probably you!  At the end of life, your money and assets have to go somewhere. If you plan accordingly you are in charge of where they go, and it can be anywhere-children, grandchildren, charities, or any other person or entity you desire. There is also the potential complication of you becoming incapacitated and unable to make financial or medical decisions. With proper estate planning, you can address this issue and make an informed decision about who will make these decisions for you. 

Estate planning is a long and tedious process, especially if you are trying to do it yourself. There are standards and rules for filling out paperwork and documenting things properly. It is easy to get lost in the weeds if you do not know what you are doing. An experienced estate planning attorney can make this process much less tedious. They can streamline the process and answer all of your questions with ease, taking out the guesswork for you. They can make it so you never get lost wandering in the weeds because they can bring clarity to each aspect of the process of estate planning. This is why you should hire an estate planning professional in Soquel. 

How Does Soquel Estate Planning Work

As stated above, estate planning can benefit almost everybody. Even if you have no children or are a single person, you should still look into the benefits of this service. Why? Because you still have just as much to consider as a married couple with children do. You will still want to have someone you know and trust to make financial and medical decisions for you should you become incapacitated later in life. You still want your money and other assets to go to the proper places after you pass. You may want to put money into a charity or multiple charities, and without estate planning, this will not happen. The safest and most efficient way to do this is by hiring a professional estate planner to lay out all your documentation correctly. After all of this is said and done, you can still go back and change things if you change your mind, get married, or have children in the future.

What is Soquel Estate Planning?

There is a long list of personal questions an estate planner will ask you that deal with you, your family, and your wishes that include such topics as:

  • Do you wish to pay for college, and if so, for whom?
  • Are there any drug or alcohol use issues to worry about for anybody, and do you wish to help pay for treatment?
  • Do you have any minor children?
  • Is your spouse or child or beneficiary disabled?
  • Who do you want to make your medical and financial decisions for you if you do become incapacitated?
  • Is there a history of dementia or Alzheimer’s in your family?

Don’t wait any longer!
To receive your free initial consultation:
Call 800-JIM-WARD (800-546-9273)

Why Using a Professional Soquel Estate Planner is Important

The estate planning process includes asking a whole lot of questions. Some questions are easy for one couple or person to answer, and at the same time may be something that another person or couple needs time to think about before they can move on. The process is unique for everyone. A client may want to involve their adult children or other family members in the process while others may want to keep everything about their situation under wraps until they pass on. 

There is an endless number of reasons for people to want to keep the process under specific conditions. But Mr. Ward often uses multigenerational meetings to guide and counsel clients and figure out what the best course of action may be for those clients individually. These meetings allow other family members to voice their own opinions and concerns, of any so the client may consider everyone’s perspectives and needs. 

This area of law is extremely personal because of all of the detailed, personal questions about you, your family, and your desires. Each family holds unique values, morals,  and standards, and each person has had their own journey. There is no universal “right way” or “right decision” that you will be held to. What works for your neighbor may not work for you and that is fine and pretty much expected. We respect this fact, and we work hard to counsel our clients thoroughly about the options and alternatives that are available to them and their beneficiaries. 

Mr. Ward fully understands the needs and desires of his clients because he takes the time to get to know each of them personally. In Soquel, our estate planning law offices can often offer a free initial consultation. Also, we can often offer free basic guidance with nothing more than a simple phone call. We invite you to give us a call if you’re ready with any questions you may have or if you think there might be something we could help you with. We are here to listen to you and help you through the estate planning process.

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