You spend your life providing for your family because you love them. Creating an estate plan to settle your affairs and take care of your loved ones when you are not around is also a loving act for your family to help them move forward.
Everyone has an estate and everyone needs an estate plan, regardless of how large or modest their estate. Your estate is comprised of everything you own — your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, and personal possessions – and these possessions must be distributed upon death.
When you do not have specific instructions to distribute your property, the state decides who gets your property and who should be your child’s guardian. Wouldn’t you rather be the one to decide these important matters so your family is taken care of?
The Law Office of Tejal Mehta crafts thoughtful and practical estate planning solutions that are unique to your family situation. Experienced estate planning attorney Tejal Mehta will first meet with you to thoroughly understand your concerns and wishes to ensure that the estate plan she drafts for them accurately reflects their preferences. Recognizing the sensitive nature of some of the decisions that must be made, Ms. Mehta treats her clients with empathy and respect.
Estate Planning arranges for the settlement of your estate by:
Estate Planning also concerns protecting your ability to manage your financial affairs and make medical decisions if you are disabled through:
To ensure that your affairs are in order at your death or incapacity, at a minimum you should have the following four estate planning documents in place:
Additional features of an Estate Plan may include:
This document transfers the ownership interest in certain or all of your property to a third party called a trustee, while giving a beneficiary interest to yourself or someone else of your choosing. You can create a trust while you are alive, or upon your death through instructions in your Will.
Placing property in a trust will:
The different types of trusts that may benefit your specific situation include:
The Law Office of Tejal Mehta can handle all of your estate planning requirements. If you would like to discuss the estate planning options available to you, please contact experienced estate planning attorney Tejal Mehta to schedule a complementary consultation. Ms. Mehta provides confidential guidance to help you plan for the unexpected with empathy and respect for your concerns.