It’s 2023! For many people, the start of a new year involves goal, plans and intentions. For the vast majority of Californians, their new year’s goals should include setting up an estate plan, reviewing an existing estate plan or revising an existing estate plan. Given the state of the economy and the uncertainty of the last few years, to ensure that your hard-earned money and assets are passed down to your loved ones in the easiest, most cost effective and stress-free way you should consider establishing a comprehensive estate plan. A comprehensive estate plan helps clients with the following:

avoiding probate
avoiding conservatorships
federal estate tax issues
ensures your assets go to those individuals that you choose, under the terms that you set
provides an opportunity to evaluate your current financial situation and make changes as necessary
maintains privacy for the client (vs. court proceedings which are public)
establishes a relationship with an attorney who personally knows the client’s history, finances and documents and who is available to assist in the administration of the trust and estate documents in the future

The Law Office of Heather Miller offers complimentary consultations (30 min.) for new clients wishing to setup, or amend, estate planning documents. The Law Office of Heather Miller offers complimentary notarization of estate planning documents prepared by the Firm and has reasonable flat and hourly rates for Southern California. Please give us a call at (424) 571-2614 or email heathermillerlaw@gmail.com to discuss. We offer phone, zoom and in person meetings. We look forward to speak with you!