Handling Wills And Trusts
A will or trust can ensure your best interests are protected and your wishes are honored. Your will or trust needs to be carefully drafted and reviewed. Mistakes on your will or trust can lead to costly and time-consuming issues in the future.
At Koestner & Shahon, in Whittier, our attorneys have more than 40 years of combined legal experience. We assist individuals and families throughout Southern California with all types of matters involving their wills and trusts.
What To Include In Your Estate Plan
Do you know what documents to include in your estate plan? We can discuss your specific needs and make sure you have properly drafted documents to provide the protection you need. Documents you may want to include in your estate plan include:
- Last will and testament
- Revocable trusts
- Special needs trusts
Your estate planning documents need to be tailored to your individual needs and goals. We know that every case is unique and deserves individual attention from an experienced lawyer. We provide personal attention to you so potential issues are evaluated and addressed in your estate plan.
Questions To Ask Yourself
Planning for the future can be difficult, especially if you do not know what specific issues to address. We do. We will guide you through the entire process so your potential issues are addressed and resolved. Some of the questions we ask include:
- Who do you want to inherit your assets?
- What do you want to happen to your property and assets after you pass away?
- Who will be the executor or trustee?
- Who will care for your minor children in the event of death?
It is important to understand what needs to be addressed in your estate plan so you can make the best decision for you and your family. We know this process can be difficult. We are here to help you every step of the way.
We will discuss your issues in a confidential and compassionate environment. We are sensitive to your situation and will advocate on your behalf. Contact us online or call us at 562-567-0518 to get an honest assessment of what you need.