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Estate Planning Tracy

We offer Estate Planning in Tracy CA

Estate planning is not the easiest conversation to have with your family. It is awkward discussing what happens when we die. No one wants to deal with such an uncomfortable topic, especially with the ones that will miss us the most when we are gone. However, estate planning is crucial to protecting those same people. A good estate plan not only covers what happens when we die, but it can also cover what happens if we become incapacitated.

There is a misnomer that an estate plan is only for the elderly or wealthy. The truth is that an estate plan is for anyone with assets or with dependents. Even if you have neither of those, you can still benefit from a plan in the scenario where you are incapable of making your own decisions. Everyone eventually ends up at some point in their life where they are unable to manage their affairs on their own. It can happen sooner or later. A good plan is easy to execute and ensures your wishes are followed precisely. If you don’t have an estate plan, you can expect outside influence to determine the outcome. Probate is the common outcome and can be costly and time-consuming. It is easy to avoid! Protect against a messy probate with a great estate plan.

Insight Legal offers estate planning services in Tracy, 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.