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Estate Planning
Certified to Help You
Estate Planning is the process of putting your affairs in order in a way that protects yourself and your family. It is a mechanism for ensuring that your children will be protected in a loving and nurturing environment. Most importantly, Estate Planning can allow you to manage the assets you leave behind for your loved ones while maximizing wealth benefits and minimizing/eliminating the tax burden on your estate.
Lee & Haraguchi is committed to addressing these concerns and will work with you to create an Estate Plan that reflects your values. In most cases, we can create a set of flat-fee packages combined with the services below. Please call to get a flat-fee quote.
- Revocable Living Trust
- Pour-Over Will
- Guardianship
- Advance Health Care Directive
- Power of Attorney
Estate Planning Checklist
In anticipation of our meeting, please assemble the following checklist items. You may disregard any item that does not apply.
- Prior Will & Trust
- Prior Power of Attorney & Advanced Healthcare Directive
- Grant Deeds to all real property owned by you
- Property tax bill
- Bank account statements
- Retirement account statements
- Securities account satements
- Partnership agreements
- Stocks of closely held corporations
- "Pink Slips" for automobiles
- Ownership documents for other assets
- Dissolution papers from prior marriages, if applicable
- Prenuptial agreements, if applicable
- Life insurance policies
- Personal balance sheet
- Name, address, & telephone number of your personal physician
Need for Wills in Guardianships for Children
Who Will Care for Your Children?
Estate Planning is the central focus of our practice. It is important to everyone, whether they are single, married, and/or have children. Nobody wants the government to manage their money. By not creating an Estate Plan, that’s exactly what you’re planning for. It is important for those who are single because you have no backup decision maker to make personal, health care and financial decisions in the event of your incapacity. The same applies to married couples – health care institutions are not allowed to release any information unless the patient first allows this release, no matter if the person demanding release is a spouse, parent or other family member.
Parents understand how important it is to properly raise their children to become productive members of society and to be successful – whether financially, emotionally, spiritually or all of the above. Parents: You want to have a plan to care for your children in case something should happen to you. Who will take care of them? You want to make that decision first. An Estate Plan can provide a steady monthly income for children, or sums of money at certain points in their life when you think they would be responsible enough to spend that money wisely.
Contact Lee & Haraguchi APC at 650-918-7865 for experienced, professional help in developing and maintaining your Estate.
