Estate Planning

Making a plan to distribute your wealth and manage your affairs once you can no longer do so is a highly personal decision. Putting such a plan in place takes some work, but is best viewed as a chance to shape your own unique legacy.

At the Law Offices of Lawrence H. Jacobson, we provide the skilled guidance and sound legal counsel needed to do this effectively. Our attorneys can help you identify your options and execute a plan designed to achieve your estate planning goals.

Call 310-271-0747 to discuss your specific situation. From our office in Beverly Hills, we serve clients throughout Southern California.

What Should Be In Your Estate Plan?

It can be all too easy to put off estate planning. But if you do that, it could really cost you and your family dearly down the road – especially if a will contest or other estate litigation occurs.

Our law firm can provide the guidance you need to craft an estate plan that fits your needs. This may include elements such as:

  • Creating a basic will – Even if you are planning to create a trust, it often makes sense to have a will as well with a “pour over” clause. Our lawyers will explain what makes sense for your situation.
  • Setting up a trust – Many Californians choose to have their property pass by living trusts, rather than through the probate process. We will help you select the right option for your circumstances.
  • Health care directive – An advance health care directive allows you to provide guidelines on the medical care you do or don’t wish to receive. You can also designate a proxy to make healthcare decisions for you if you become incapacitated.
  • Durable powers of attorney – By granting a power of attorney, you can enable another person to act for you regarding financial or other matters.

How Our Experience Can Benefit You

Our law firm is skilled in all aspects of estate planning. No matter what your background, we can work with you to create a plan customized to your situation.

We also have particular experience in working with business owners [link to business law page]. If you are concerned not only about your family, but what will happen to your business, we can help you move forward with sound succession planning.

Call our office to arrange a confidential consultation or complete the brief online form.

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