WHAT IS ESTATE PLANNING?
Estate planning is a process that involves you, your family and loved ones, and any property you own. It can also involve financial, tax, medical, and business planning. Estate planning allows you to choose how and by whom your assets will be managed if you become incapacitated, and how and to whom your assets will be distributed after your death.
Estate planning can include a will, a revocable trust, an advance health care directive, and a financial durable power of attorney.
- Through a Will, you can leave your assets to whom you choose, whether it’s an individual, a charity, or a group of people. Wills also allow you to name guardians of any minor children you have or may have.
- A Revocable Trust allows you to have control over your assets during your lifetime, and determines how and to whom those assets will pass after your death while avoiding probate.
YOUR MOST IMPORTANT ASSET: YOU!
Estate planning also allows you to take care of yourself. Not only are you putting your mind at ease by planning ahead, you are also letting others know how you wish to be taken care of should you be unable to make those decisions on your own.
- An Advance Health Care Directive appoints a trusted person of your choosing to ensure doctors and other medical professionals adhere to your wishes regarding your healthcare.
- A Financial Durable Power of Attorney appoints a trusted person of your choosing to help you manage your accounts and make sure any bills are paid on time.
PROPER ESTATE PLANNING CAN BE AFFORDABLE
Our estate planning services include a FREE 45-minute consultation to evaluate and assess what type of estate plan would best meet your needs. We offer packages at reduced flat-fee rates, and offer our services on a sliding scale, taking into account your average annual income and the size of your household.
GET THE PEACE OF MIND THAT YOU DESERVE
Planning ahead for the unthinkable allows your assets to be distributed by people you trust, avoids family conflicts and high court costs, and ensures your loved ones are taken care of after you’re gone.
Proper estate planning is vital for everyone, and we’re here to help. Contact us today!
The RoyseLaw Legal Incubator helps individuals and businesses navigate the complexities of their tax disputes with the Internal Revenue Service, California Board of Equalization, and the California Franchise Tax Board. We offer affordable representation during the administrative protest and appeals process.
COMMON TAX CONTROVERSY ISSUES
- Abatement of penalties and interest for late payment or late filing
- Head-of-household filing status
- Residency issues
- Innocent spouse relief
- Offers in compromise and installment agreements
- Cigarette and Tobacco Product Licensing Act violations
If you have received a notice from the Internal Revenue Service, Board of Equalization, or the Franchise Tax Board, contact us today!