Estate Planning Can Protect All that is Important to You

Discover How to Plan for the Future and Provide
For Those You Love With an Estate Plan

Download Your Free Estate Planning Report Today

An Estate Plan ensures that your children, whether grown or not, are provided for in a proper manner. Some adult children may try to spend the money all at once and not save for retirement. With an Estate Plan, you can dictate how much of your inheritance goes to which child or other relative, and how much that person can spend in a certain time frame.

You can also determine what the inheritance should be used for. This is especially useful if you have grandchildren. Your grandchildren’s parents may spend the money on the child and not save for college or for later in life. If this money is invested properly, it will grow over the life of the minor, allowing him or her to have money put away for later in life, whether for college or retirement.

Another area of depletion is legal fees and costs. It could become quite expensive to see a case through the Probate process. With an Estate Plan that has been properly drawn up by a Roseville attorney, such as the experienced Estate Planning attorney John Rogers Burk, at John Rogers Burk, A Law Corporation, you can ensure that your immediate family and children from any previous marriages get their rightful inheritance. An ex-spouse may lay claim to the inheritance, causing an extended Probate action. Even if the ex-spouse doesn’t get the inheritance, it will be depleted by the Probate process and fighting to ensure that those you named get the inheritance.

Extended Families

If you have an extended family, children from a first marriage, or children from one or more subsequent marriages, you may want to ensure that each child shares in your estate. Always make sure you update your Estate Plan to include the new family, so that an ex-spouse doesn’t get your inheritance, or so that the children from the first marriage do not deplete the inheritance by fighting over which family gets the inheritance.

Pursing Charitable Goals

You may have a special charity you wish to leave money to, but your family or the person you ask to administrate your estate may not agree with that decision. With a properly drafted estate plan, you can ensure that your favorite charity gets the part of your estate you wish. A proper estate plan can keep your estate out of Probate, and ensures that your favorite charity gets the money or assets you set aside for it.

Learn More About Estate Planning

When you download your free report, 15 Common Reasons to Do Estate Planning, you’ll learn:

  • How to keep ex-spouse(s) from depleting your estate
  • How to lower the cost of attorneys’ fees and costs for Probate
  • How to customize your Estate Plan for each child’s needs
  • How to designate the right person to administer your estate
  • Picking the right estate attorney to help create your Estate Plan
  • And more

Download your free report today — you never know what tomorrow has in store for you.

Featured Blog Post

Formal Probate — Is It Required?

If you are in charge of handling the estate of a loved one or family member after his or her death, you may be confused about where to start. Although you have likely heard the term “probate” before, you may not understand exactly what it refers to or whether or not … read more–>

Auburn, Folsom, Granite Bay, LeTip, Roseville, Sacramento, South Placer