Estate Planning Services
Estate Planning can be a difficult topic to consider because it forces you to think about what happens after you pass. However, it’s so important to have a plan in place to ensure that your loved ones and everything you’ve worked hard for are protected.
A common misconception with estate planning is that it is not necessary unless you own a big fancy house and other expensive assets. This is simply not true. Estate planning is for anyone who wants their wishes honored, not only after their passing but also during their lifetime if they were to become incapacitated.
At Shoup Legal, we will be with you step-by-step through the Estate Planning process to create a plan that works for your unique needs and situation. Each of our Estate Plans are individually tailored to achieve the goals and wishes of the families and individuals we serve.
An “estate plan,” generally refers to the way your estate is passed on to your loved ones in the event of your death. Estate planning consists of a variety of components, including:
Revocable Living Trusts
A living trust is necessary to avoid the costly fees and time spent in probate court.
Wills
Ensure your final wishes are honored and how you want your assets distributed.
Powers of Attorney
Designate who you want to make decisions on your behalf should you become incapacitated.
Lifetime Gifting
We will put the proper documentation in order if you wish to make charitable donations.
Joint Ownership
Helping you to determine what is necessary when joint ownership is an issue.
Advanced Health Care Directive
Designate who you wish to make medical decisions for you should you become incapacitated.
Our Estate Planning Attorneys in Temecula will work with you directly to create a plan that is tailored to your unique needs and situation.
Contact us today to schedule a no-obligation consultation to learn more about what we do and how we can help you plan today for peace of mind tomorrow.
Ready to Avoid Probate?
Here’s How…
Begin by watching our Estate Planning Workshop
This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home! It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.
Topics include:
- Wills and Trusts
- Probate
- Powers of Attorney
- Advanced Medical Directives