Protect Your Assets
with a Wills & Trusts Attorney
For many, talking about death is discomforting, and talking to a wills and trusts attorney about estate planning may seem intimidating. However, determining how to pass on assets to the next generation is an important step in preparing for the legal realities of death. At Bowles & Verna LLP in the San Francisco Bay Area and Walnut Creek, CA, our lawyers are knowledgeable and trustworthy and take the drafting and administration of wills and trusts seriously. We can handle all aspects of will and trust planning and will work with you to ensure that your personal wishes are accurately recorded and can be carried out as smoothly as possible. To protect your assets, contact our firm today.
Should You Establish a Will?
You may think you should wait "until you are old" to create a will. There are at least two problems with this mindset. First, accidents and sudden illnesses can happen at any age. Secondly, a will may be challenged on the basis that a person did not possess his or her full faculties when it was formalized. The best way to ensure that your wishes will be honored is to put testamentary documents in place while you are still sharp-minded.
Most adults have loved ones they care about, such as parents, spouses or children. Many individuals also favor charitable causes. Most adults also own property, which may be more valuable than they realize. Do you want to have a say in how your assets will be distributed someday? If you do not have a will or if your will is outdated, your wishes are likely to have no legal effect. Without a valid will, state law will determine what happens to your assets.
We are here to make the process as easy as possible and, most importantly, to give you the peace of mind that your wishes will be honored when the time comes.
The Importance of Well-Crafted Wills & Trusts
By careful crafting of wills and trusts, individuals can make binding decisions about how their assets will be distributed after death. Well-established trusts can keep many assets out of probate. However, everyone should also have a will to account for any assets not allocated to trusts. Powers of attorney are also important ways to ensure that representatives can conduct your financial business if you become incapacitated. Healthcare directives can prevent unnecessary disputes over medical decisions that may become critical.
Our Commitment to Our Clients
We are here to make the process as easy as possible and, most importantly, to give you the peace of mind that your wishes will be honored when the time comes. Request an initial consultation with an estate planning attorney at Bowles & Verna LLP by contacting us online or calling us at (925) 935-3300. We will help you put your affairs in order by beginning the process of creating or revising your will, trusts, and other estate planning documents such as powers of attorney and health care directives.
“With 24 lawyers and a total of 50 employees on our team, we have the resources to do battle with major insurance companies and corporate defendants.” Attorney Michael Verna