Placer Law Group, APC
Rest Assured
Placer Law Group, APC
5800 Stanford Ranch Road
Suite 710
Rocklin, CA 95765
ph: (916) 632-1930
fax: (916) 200-1907
info
Services
At Placer Law Group, APC, we take pride in treating our clients with the care and attention they deserve. We will take the time to answer your questions and make sure you are able to make informed decisions. Whether you are putting your affairs in order or need help after the death of a loved one, we are here for you and will make sure you understand what is happening each step of the way.
Guardianships and
ConservatorshipsGuardianships - If you have young children, it is important to nominate a guardian in writing. There are two types of guardians:
- A guardian of the person will step into your shoes and care for your child's day to day needs.
- A guardian of the estate will be responsible for managing any money or property you leave to your child.
Conservatorships - Conservatorships are essentially guardianships for adults. A conservatorship may be appropriate if an adult child is developmentally disabled or if an older relative is suffering from dementia.
- Like guardianships, there are conservators of the person and conservators of the estate. A well-crafted estate plan can avoid the need for a conservatorship proceeding by giving specific individuals the powers they need to provide this care for you.
Estate Planning
Estate Planning involves four core documents:
- Durable Power of Attorney for Finance -With this power, the person you name will be responsible for managing your money and property on your behalf if you are incapacitated.
- Advance Health Care Directive - Your directive tells medical providers who will be your voice for medical decisions if you are unable to speak for yourself.
- Revocable Trust - A trust provides a way for your estate to avoid the cost and public forum of probate (court supervised estate administration).
- Will - Without a trust, your will describes who gets your property, and how, when you die. With a trust, it functions as a safety net to ensure that your trust provisions will apply.
Probate and Trust Administration
Probate is the public court process of administering someone's estate after they die. Following certain rules and timelines, this process provides an orderly distribution of the decedent's property. This is a public process and all the paperwork submitted to the court, including the decedent's inventory of property, becomes part of the public record.
Trust Administration is the corollary to probate. With a properly crafted and maintained trust, you can avoid the public process of probate.
Document Reviews
If you have an estate plan in place, you should have those documents reviewed at least once every few years. As your life changes, you may not realize how those changes affect your estate planning documents.
If you review your documents and update them as needed, your plan will work as you intended, efficiently and effectively. A well-crafted estate plan makes things much easier for those you leave behind.
At Placer Law Group, APC, we will gladly review your existing plan and let you know our recommendations for making sure that plan will work as efficiently as possible for you and your loved ones.
Contact Us Today
To Schedule Your
Free Consultation
(916) 632-1930
Placer Law Group, APC
5800 Stanford Ranch Road
Suite 710
Rocklin, CA 95765
ph: (916) 632-1930
fax: (916) 200-1907
info
