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Estate planning is more than writing a will; it's a plan to manage and distribute assets to your dependents. It documents your healthcare preferences, so a loved one decides on medical care according to your wishes. The National Council on Aging (NCOA) Adviser's article, "Estate Planning Guide and Checklist for 2024," offers a comprehensive overview of what to consider when planning your estate. This blog post distills the key points from the article and provides an actionable checklist for 2024.
Estate planning organizes your affairs to fulfill your wishes after you pass away. It encompasses decisions about money, property, medical care, and dependent care. The process includes creating essential documents like wills, trusts, powers of attorney, and living wills. Estate planning provides peace of mind that your wishes are known and respected, benefiting your loved ones.
Consider estate planning to be a critical process to protect your assets, provide for beneficiaries, and have peace of mind for the future. Follow the NCOA Adviser's comprehensive checklist to create your personalized estate plan.
If you need help setting up a complete and comprehensive estate plan, or if you are going through a probate case, we are always happy to help. Our Los Angeles probate attorneys can guide you through it.
If you have any questions, schedule a free appointment with us through our online appointment page.
You can also read reviews from some of the hundreds of clients we have helped over the years.
Reference: NCOA Adviser (Aug 21, 2023): Estate Planning Guide and Checklist for 2024.
Founded in 1975 by L. Rob Werner and serving California for over 48 years, our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.
Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.
Our goal is to make your case as easy as possible for you. Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. Our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one
If you're dealing with a legal matter, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.
23 Corporate Plaza Dr., Suite 150
Newport Beach, California 92660
