Sound Estate Planning Advice From Our California Family To Yours
Regardless of your age, or the size of your family or estate, Morris & Morris, A Law Corporation, in Arcadia can help with creating an estate plan that is tailored to you and your family’s unique situation and goals.
The lawyers of Morris & Morris, A Law Corporation, can be your advisers and confidants throughout the estate planning process in California. We inform, counsel and guide you toward educated decisions that are aimed at enriching your family’s future. Our client-centered approach to estate planning ensures that your wishes are clear for those you leave behind.
Which Tools Are Right For You?
There are a number of estate planning tools and related concerns that we can discuss and explain, including:
- Living wills
- “Pour over” wills
- Special needs trusts
- Charitable trusts
- Power of attorney
- Durable power of attorney for health care
- Tax consequences and considerations
- Conservatorship avoidance
- HIPAA authorization
We can help you compare the benefits of a will-based estate plan with one that is trust-based. We can advise and help you prepare a revocable living trust, and we can discuss how to handle estate taxes during the probate process. If you are a young head of household with small children, we are happy to lay out a basic estate plan and then help you update it as your family matures.
At the very least, a suitable estate plan should include some type of life insurance. We can help you determine what would be sufficient to fulfill your insurance needs. You should know from the outset how your investment in a wise estate plan can benefit your survivors. You can trust our full-service estate planning law office to address all of your needs, financial and emotional, with the utmost respect and care.