There are many possible solutions, and you aren’t required to know them before you move ahead with your estate planning, any more than you are required to know your diagnosis before you see your do…
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health.Everyone in California, age 18 and older, needs at least some basic estate planning documents. Even if you own very little, you still need an advance health care directive and a power of attorney.Incapacity doesn’t just happen to the elderly. Incapacity can occur instantly from an accident, a health crisis or an injury.
Usually, an estate planning attorney will have an organizer or questionnaire for you to complete before your initial meeting. This will help you pull together the information needed and will help the attorney spot issues — whether it’s taxes, blended families, special needs, separate property, quasi-community property , or retirement plans .
That’s because lawyers aren’t scribes; they’re counselors. Our job isn’t to simply write down what you say and have you sign it.
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