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Keeping Your Financial Legacy In Your Family

Estate planning is a critical part of planning for the future of your loved ones after you pass away. Although it’s not easy to stop and think about what might happen to your family after your death, or what they would do in the event you are incapacitated, 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.

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. They will explain 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 to achieve 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 are incapacitated, you may not be able 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 the way you want them to be handled. Without a plan for incapacitation, it may be necessary to obtain a conservatorship over your person and estate. 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 provide individuals and families who are completing their estate planning with experienced legal advice and guidance. We understand how complex estate planning can be, especially when it comes to avoiding probate. We will walk you step by step through the creation of your trust and other estate planning documents. Call 925-750-8757 or use our form to send an email.