Estate Planning

Calabasas Estate Planning Attorney

At the Law Offices of Lisa S. Golshani, we assist individuals and families in designing comprehensive estate, asset protection, and long-term care plans that provide financial security, legal protection, and peace of mind.

We cover all the bases.

No one can predict what the future holds, and sickness, illness, incapacity, or death can
happen at any time. Estate planning documents like Wills, Trusts, Powers of Attorneys, and Healthcare Directives give our clients the power to stay in control, protect their families, and shield their hard-earned assets.

We work to design your estate plan to reflect your wishes based on your family dynamics and personal needs. Our plans also address not just the transfer of your wealth, but also disability (incapacity) issues, coordinating retirement plans, and accessing public benefits to pay for long-term care. Taking the time to help you determine what is important to you is what sets us apart.

An Overview of The Most Common Estate Planning Legal Documents That Every Adult Needs

  • Will

    A will is a document that specifies what should happen to your assets when you pass away. A will may also contain guardian nominations that specify who will care for your minor children if something unexpectedly happens to you.

  • Trust

    A trust is a legal entity that can hold title to property. With your assets securely placed in a trust, you can minimize your financial exposure to lawsuits, divorce, and bankruptcy while alive. Upon death, a trust will keep your affairs private and out of the probate court. It also allows a great deal of control for people who do not want their inheritance going outright to their heirs if something unexpected happens.

  • Power of Attorney

    A power of attorney gives explicit permission for someone to access your personal accounts, pay your bills, and handle all other financial and legal affairs if you are incapacitated in an accident but do not die. Under the current privacy laws, even a spouse may have a hard time accessing personal information without such documentation in place.

  • Advance Healthcare Directive

    This document specifies your healthcare wishes if you are incapacitated in an accident and unable to speak for yourself. Such wishes may range from whether you want certain medications administered to when (if at all) to start life support in critical situations. This document also allows you to appoint the person best suited to carry out such wishes should incapacity occur.

Change happens. We make sure you are prepared.

We recognize that your family and your wishes are unique and that planning for your future requires an individualized approach. We are one of the few firms in the area that provides this level of comprehensive planning to ensure that your documents will actually work when your family needs them. We will help you keep your Will, Trust, and other planning documents updated as your life and the law change through the years.

Ready to get started?

Whether you currently have an estate plan in place, you need help developing one, or you have been tasked with administering the estate of a loved one, we are here to guide you. If you are ready to move forward with your planning needs, we invite you to contact our team and we will work to make the process as easy and stress-free as possible for your family.

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