(916) 446-4141

Estate Planning

Securing Your Legacy, Providing For Your Family

It is common for people to assume that their wealth will go to their families when they pass on.  Many also assume that a simple estate plan created from an online website will be sufficient to deal with their estate.  The reality is often a far different story. The truth is, one single mistake or ambiguity can leave a gaping hole in your estate plan. When an estate goes into probate, all planning has failed. The probate process can take years and your legacy will probably not be transferred as you wanted. The Law Offices of Richard A. Lewis can help you protect your assets and provide for the future of your family. We also can help your beneficiaries receive their interest in the most appropriate manner with the least number of complications and problems possible. With more than 28 years of experience, Mr. Lewis can help you establish everything from a straight forward estate plan to a sophisticated estate plan.  This will help your family avoid the horrors of probate and pass on your wealth efficiently.

Building Your Comprehensive Estate Plan

One of the key aspects of estate planning design is to make sure all of the essential documents are in place and working in concert together. While all estate vary, the following five documents are the foundation:

  • The Will — The Pour-over Will transfers all untitled assets into the Trust.
  • The Trust — The cornerstone of every sophisticated estate plan in America.  Trusts can be revocable or irrevocable.  They allow for flexibility and customization in design, planning and execution.  This document was only available to the very rich for a long time.  It is now available to everyone willing to examine the estate planning arena.
  • The Power of Attorney —  this document allows you to control your affairs when you are incapacitated.  Most people do not become ill one day and die the next.  Most of us experience a period of incapacity where we struggle.  Sometimes we recover, sometimes we don’t.  But it is imperitive to have a plan in place for our time of incapacity.
  • The Advance Healthcare Directive – The document that identifies the person you trust with your end of life wishes.
  • The HIPAA Authorization – This document identifies the names of the people you want to receive your healthcare information during your incapacity.

For more complex estates, sophisticated options are also available, including the qualified terminable interest property (QTIP) trust, the charitable remainder trust and the Irrevocable life insurance trust (ILIT).

Each document has its own nuances, options and idiosyncrasies, and our legal team will help you understand your options and your exposures.  Our charge is to help you make informed choices. Our goal is to help you design, execute and create an estate plan that meets your desires, needs and goals.

Call our firm at 916-446-4141 to arrange for an initial consultation. Or if you prefer, send an online message using the form on this website and we will respond promptly.


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