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Estate Planning: Meeting The Future With Confidence

While planning for the eventualities of aging and death is something many people put off, it can actually be an incredibly empowering process. An estate plan gives you the power to shape your end-of-life decisions and create a legacy – now, while you still have the capacity to do so. With a solid estate plan in place, you can feel confident and prepared knowing your affairs are well in hand.

At Mopsick Carrere, LLP, we help clients secure the peace of mind that comes from a carefully tailored estate plan. Our attorney in this area, partner Ryan Carrere, is skilled not only in estate planning but also in tax law. His decades of experience and in-depth knowledge provide a distinct advantage for estate planning clients looking to minimize their tax liabilities.

Equipping Clients With Well-Rounded Estate Plans

A well-rounded estate plan typically includes:

  • A revocable living trust that can be structured to provide tax advantages
  • A pour-over will that will distribute remaining assets into a trust upon your death (to avoid the expense, delays and other downsides of probate)
  • An advance healthcare directive specifying your wishes regarding end-of-life treatment measures and appointing a trusted loved one to make medical decisions for you in the event of your incapacity
  • A durable power of attorney designating a trusted representative to manage your affairs in the event of incapacity

When you work with our lawyer, you can expect that he will explain the various estate planning tools and their pros and cons. He will help you strategize the right tools for your unique situation.

We also provide guidance on succession planning for business owners.

Start Laying The Foundation For Your Future

Having an estate plan in place is crucial to protect yourself, your loved ones and your assets. To get started with a new or updated estate plan, please contact us online or by phone at 916-963-9980. We have convenient offices in San Diego and Sacramento, California.