Trust Planning

Lawyers at Carmel & Naccasha, LLP provide estate planning services in San Luis Obispo. Estate planning involves deeply personal decisions about what you would like to happen after you pass away or if you become unable to care for yourself. While anticipating your death may seem like a morbid topic, the purpose of estate planning is to ensure that wishes for your loved ones are realized and that disputes are avoided.

A common misconception about estate plans is that only very rich people and old people need them. The truth is that almost anybody can benefit from an estate plan, including young people and those without many assets. Estate plans can also address issues that are unrelated to assets, such as custody of your children, who should make decisions about your care if you become gravely ill, and what you would like to happen to your remains.

At Carmel & Naccasha, LLP, we help all types of clients formulate estate plans. If you do not have an estate plan or would like to know more about creating one, contact our firm for estate planning in San Luis Obispo.

Considering your options

Estate planning involves considering factors relating to your family and loved ones, your personal finances and assets, and the law:

• What types of assets do you have and what are their values?
• How would you like to divide your assets and who would you like to receive them?
• Who will execute your wishes about healthcare if you are incapacitated?
• Who will ensure that your wishes are realized after your death?

Creating a good estate plan

An attorney at Carmel & Naccasha, LLP, can help you create an estate plan that suits your circumstances, that clearly articulates your intentions, and that anticipates the unexpected. Our attorneys sit down with clients and assess the quantity and value of their assets and property. We also explain the details of taxes in relation to wills and trusts and devise plans that seek to preserve your wealth for your heirs. Our firm prides itself on offering estate planning services in San Luis Obispo that put the clients’ wishes first.