Often people think that you need a lot of assets to need an estate plan. This is not the case. Everyone should have at least a simple will in order to make their wishes known for distributing their assets when they die, and for managing their financial and health care decision if they become incapacitated. An estate planning lawyer can explain the basic tools for expressing your wishes, protecting yourself and your assets and can help you find the best options for you.
Barbara L. Stagg, Attorney at Law, in Cotati, California, provides advice and guidance to those seeking asset protection throughout Sonoma County. She can help you with the following:
WILL: A will provides for an executor, payment of debts and distribution of assets not covered by joint ownership, trusts or other plans. It also provides for guardianship of minor children.
TRUST: Trusts are useful in a variety of situations and are customized to a client's wishes and circumstances. They can provide substantial tax savings for larger estates, hold assets for a beneficiary with special needs, pay for a grandchild's education or shield assets from a beneficiary's creditors, among other things.
During the estate planning process, it can be difficult to determine whether a will, trust or other document will protect and preserve your assets and address the needs of your beneficiaries. Mistakes or unclear documents can cause problems for your family, and one-size-fits all estate plans may contain documents you don't need.
As your attorney, Ms. Stagg will work diligently to help you draft a customized estate plan. She will fully explain all of your options, and walk you through the documentation process as efficiently and effectively as possible.
To discuss wills, trusts or other estate planning needs, contact Barbara L. Stagg, Attorney at Law, at 707-774-6640 or fill out the online form. Free 30-minute consultations are available, as are flexible appointment times and home visits.
The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.