What is an Estate Plan and why do I need one?

An Estate Plan is a set of documents that are designed to avoid probate, save on estate taxes, protect assets, and appoint someone to act for you if you become unable to do so. At a minimum, an Estate Plan should include an Advanced Health Care Directive, a Durable Power of Attorney, and a Will. However, your particular circumstances may also require (or benefit from) a Trust, Guardianship or Conservatorship designations, and other documentation of your wishes, expectations, and disposition of your assets. Although some of these documents do not require strict formalities, others do, and it is important to consult with an Estate Planning Attorney to ensure that you are adequately protected. If you need assistance with your Estate Plan, you can contact us through Smaha Law Group’s website here  or call us at (619) 688-1557.




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