Project Description

Am I a Candidate for Estate Planning?

Estate planning is for everyone, although not everybody knows it. A comprehensive estate plan not only determines what happens to your property after you die, but can also allow you to:

  • Choose someone you trust to manage your finances or health care decisions if you become unable to do so during your life;

  • Nominate a trusted friend or family member to take care of your minor children if you and their other parent both die;

  • Appoint someone trustworthy to manage your property after you die until the people you want to give it to are old enough or mature enough to take it over for themselves;

  • Protect property from the creditors of the people you leave your property to; and

  • Maintain the privacy of what property you own by avoiding the public probate process.

Learn More About the Advantages of Estate Planning

Although everyone can benefit from a well-considered and thorough estate plan, for some people the need is especially urgent. If you fall into any of the following categories, contact Legacy, APC today to begin the estate planning process and protect yourself, your family, and your property:

  • Small-business owners
  • Blended families
  • Same-sex couples
  • Widows or widowers
  • Parents of minor children or children with special needs
  • Recently divorced individuals
  • High-net-worth individuals
  • Completed an estate plan more than two years ago
Check out our Estate Planning Audit for a more thorough checklist

Contact Us for More Information

You can reach us by email or telephone at (619) 696-0778 to learn how we can serve you.