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Estate Planning Milpitas

For many, estate planning is uncomfortable to think about. The common misconception is that estate planning is only for the wealthy or the elderly. The reality is that an estate plan is for anyone with assets or anyone that has a loved one that has dependents. The truth is that at some point in your future, you will be unable to manage your personal and financial affairs on your own. Taking action before that happens is crucial to avoid outside agents’ involvement in decisions that are better made by you. It is best that your long-term wishes are protected. If you are unsure if you need an estate plan, it is best to contact an attorney. This consultation is usually free.

Insight Legal offers estate planning services in Milpitas, CA and the surrounding areas. Individuals and families choose us for wills, trusts, estate administration, asset protection, and other various services. We take the time to understand your specific needs and we create an encompassing strategy based on your needs, goals, fears, values, etc. We specialize in estate planning and have processed thousands of estate plans.

Our mission is to

  • Preserve your assets
  • Avoid probate on your death
  • Plan for disability scenarios
  • Create an adaptable plan that guarantees privacy and continuity
  • Help you plan for long-term assisted care

Some common ways that we can protect your interests include

  • Draft your will
  • Modify/update your will
  • Name a guardian for minors
  • Name a guardian for disabled loved ones
  • Name a conservator for your estate

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Our Estate Planning Services

Wills

This is a very basic necessity for everyone. A will is the core and minimum of an estate plan. It lists all assets and ensures each loved one will receive exactly what you leave for them. If you possess a savings account, cash, stocks, bonds, intellectual property (IP), patents, copyrights, businesses, real estate, antiques, etc., you probably need a will. Without one, the state may (slowly) decide how to disperse your assets and they will take a cut. It is highly recommended to have an attorney involved in creating your will. This makes your will less likely to be contested.
Many estate plans may also benefit from a trust.

Trusts

A trust is an estate planning tool that offers some tax advantages. A trust can also speed up the distribution of assets. Some trust types are revocable trusts, irrevocable trusts, charitable trusts, and blind trusts. For better information on which type of trust will benefit you the most, it is best to consult with a lawyer.

Health Care Directives & Power Of Attorney (PoA)

Your estate plan should identify someone that you absolutely trust. This person will represent your wishes if you are incapacitated or otherwise unable to make your own decisions, including medical decisions.

If you are interested in our services, please contact us today. We are located in the Bay Area and we service San Jose, Fremont, Campbell, Cupertino, Saratoga, Sunnyvale, Mountain View, Tracy, Mountain House, Pleasanton, Dublin, Livermore, Los Gatos, Morgan Hill, Santa Clara and Milpitas.