Estate Planning

Our Estate Planning clients appreciate the Dana L. Green, Attorney, Living Trust & Estate Planning photopeace of mind they have once their estate plan is in place.  They know that their families will be taken care of as they intend and that their assets will be preserved based on current tax laws. With probate costs so high in California, anyone with probate assets valued at over $150,000 should consider a Revocable Living Trust.  Even those families with minor children that do not have $150,000 in assets would benefit in the long run by having a Revocable Living Trust.

Our Complete Estate Planning Package includes the following documents:

  • Revocable Living Trust
  • Pour-Over Will(s)
  • Advanced Health Care Directive(s)
  • Power(s) of Attorney
  • Guardian and Conservator Appointments
  • HIPAA Authorization(s)
  • Young Adult Peace of Mind Documents (when applicable)
  • All funding documentation necessary, including Trust Transfer Deeds

Young Adult Peace of Mind Package

Contrary to popular belief, Estate Planning is not just for the old or the wealthy. Our young adult children also need three important Estate Planning documents:

  • HIPAA Authorization
  • Power of Attorney
  • Advanced Health Care Directive

Without these documents, parents have no right to information or to be involved in decision making on behalf of their adult children.  All parents of children heading off to college, or already there, should help them prepare these three documents to ensure that they will not be prevented from communicating with medical providers and financial institutions on their children’s behalf should the need arise.  Learn more about our Young Adult Peace of Mind Package.

We also provide Irrevocable Life Insurance Trust (ILIT) and other Irrevocable Trusts, as needed.

Another resource for Estate Planning that we offer our clients is DocuBank.

DocuBank Client Login ButtonRegister then Login to have immediate access to your Advance Health Care Directives and emergency medical information—anywhere, anytime.

Contact us today for peace of mind tomorrow!
Call 760.814.0158 or contact us by email.

 

 

 

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