Keeping Your Financial Legacy in the Family

Estate planning is a critical part of planning for the future of your loved ones after you pass away. It’s not easy to stop and think about what might happen to your family after your death or what they would do if you are incapacitated. However, it is important to do so if you want to be certain that your loved ones are cared for, and your wishes are upheld when you can no longer voice them yourself.

That’s why having a comprehensive estate plan in place matters so much. At Rodriguez Lagorio, LLP, our attorneys are ready to help you protect your successful financial legacy, no matter how simple or complex it is. Call for a consultation with estate planning lawyers Monica Rodriguez and Angelo Lagorio to discuss your circumstances and discover how we can assist you.

What Does an Estate Plan Attorney Do?

The role of an estate planning expert is simple. They help you understand your options for supporting your loved ones after you’re gone and help you develop a plan to accomplish your goals.

The skilled estate lawyers of Rodriguez Lagorio, LLP, do all that and more. You can reach out to our firm to discuss our full range of services, including:

• The right estate planning documents for successful estate planning strategies
• The importance of having an updated last will and testament
• Trust administration services and setting up a revocable or an irrevocable trust
• Whether it is always best to try to avoid probate
• Ways we help with the final administration of your deceased loved one’s affairs

Call today and learn how an experienced lawyer can assist you in achieving your goals.

Planning For Incapacitation

Although it is unlikely you will become incapacitated, it is still important to plan for these circumstances in case they do occur. If you’re incapacitated, you may be unable to make important financial or medical decisions. Outlining your wishes while you are still of sound mind, and choosing a power of attorney yourself, can help you be confident that your affairs will be handled how you want them.

Without a plan for incapacitation, obtaining a conservatorship over your person and estate may be necessary. A conservatorship is costly and complex, and the conservator may be someone who you do not want to handle your affairs.

Contact Rodriguez Lagorio, LLP, In Fremont

Protect your wishes in the event of your death or incapacitation, and protect the interests of your loved ones by working with a seasoned estate planning lawyer to create a solid, legally recognizable plan. At Rodriguez Lagorio, LLP, our attorneys assist individuals and families in completing their estate planning through experienced legal advice and guidance.