A will is a document which expresses one's "testamentary intent." In simple terms, a will sets forth how one wishes to leave his or her property, and on what terms, upon death.

When creating an estate plan, there are several goals one must keep in mind. The most basic of these goals include:

  • Whom do I want to have what and on what terms?
  • Will my estate go through probate (a long and expensive court process) upon my death? If so, would it be good to avoid probate and how do I avoid it?
  • Are estate taxes something I am worried about? If so, how do I minimize or avoid them?
  • Who will be in charge of administering my estate?
  • If I have minor children, who will raise them (handle personal matters and/or finances for them)?

Depending on one's financial situation, a will may be all that is needed to achieve these goals. Or, a will may be only a small part of one's estate plan.

A common misconception is that a will avoids the need for probate. Having a will has no effect on whether probate is necessary. An experienced estate planning attorney should be consulted to determine what type of estate planning instruments are best for your situation.

We are here to help you make this decision. An experienced California estate planning attorney will meet with you, listen to your concerns, analyze your specific situation, and thoroughly discuss your options.

After you make your decision, we will prepare the necessary documents for you and help you execute your estate plan.

For a better understanding of wills and avoiding probate Click Here.

To view a short video by Long Beach Estate Planning Attorney John T. Anderson on wills and estate planning,
Click Here.

As always, feel free to contact our office if you have any questions.

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1741 E. Wardlow Rd., Long Beach, California 90807