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Keeping your estate plan simple, but with detailed instructions

The estate planning process is something that many people put off because they are worried that it is going to be too complicated. This isn't always the case. It is true that some estate plans are more complex than others, but we can help you to find out what you can do to simplify things for your loved ones.

As you work on your estate plan, you must think carefully about the goals you have for when you are gone. These goals help you determine what you need to do. You might need to consider multiple solutions to meet your needs.

When it comes to dividing your assets, you can use payable on death designations on bank and other financial accounts. You should have a beneficiary named for the life insurance policy. You need to have a will to outline how certain other assets will go. You may need to set up trusts to handle some of the other assets. All of these combine to form a comprehensive estate plan.

Your estate plan also needs to lay out plans for your finances and medical care if you can't make decisions about those. You should designate a person who has powers of attorney for finances and health care. Each of those designations can help you ensure that your interests are protected if you can't protect yourself.

Thinking about your death isn't easy or fun, but we can help you get your affairs in order so that you are prepared and your loved ones are cared for when the time comes.

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Kinley & Styskal Lawyers

2600 Walnut Avenue Suite E Tustin, CA 92780 Phone: 949-423-6783 Fax: 714-544-2736 Map & Directions

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