We believe it is helpful to know what to expect during your first visit to the Kuwamura Law Group. The more informed you are about the meeting, the more productive and efficient it will be. The purpose of the meeting is to provide you with the pertinent information regarding your legal needs so you can understand the available avenues. After a thorough discussion of your legal needs, we provide you with the information necessary to make an informed decision. Your plan is in your control, you make the decisions, we provide you with the tools.
What is an estate plan?
Very simply, an estate plan is a core set of documents developed to protect you, your family (including your pets), and your assets. These core documents include a Last Will and Testament and Financial and Health Care Powers of Attorney, and a Living Will. In addition to the core documents, an estate plan can also include, but not limited to, various types of trusts (i.e., revocable “living” trust, irrevocable life insurance trust) and other related documents (i.e., deeds, beneficiary designation attachments).
An estate plan is not just for the ultra-wealthy. Anyone who wants to direct how his/her property are distributed at his/her death needs an estate plan.
How do I create an estate plan?
When you schedule your appointment, we will ask you complete a few forms prior to your first visit to provide us with information regarding you, your family, your finances, and your specific needs and goal. Armed with this information, we will be able to make sure that our time spent together is more productive.
Protection for your family.
It is through your estate plan where you designate a person to serve as the guardian of your minor children. You can also use your estate plan to implement asset protection techniques for your loved ones.
What is the Kuwamura Law Group’s role in my estate plan?
After developing a comprehensive plan together during our first meeting, the skilled attorneys at the Kuwamura Law Group will provide you with an accurate summary of the meeting. The Kuwamura Law Group will then draft the documents needed to carry out your wishes and provide you with a plain English explanation of the documents. The attorneys at the Kuwamura Law Group are available to answer any questions you may have about your drafts and to make any changes you may desire. Once your desires are accurately memorialized in your estate planning documents, an attorney from the Kuwamura Law Group will schedule a meeting with you to sign the documents.
The Kuwamura Law Group’s Goal.
The goal of the attorneys at the Kuwamura Law Group is to make sure you understand the mechanics of your estate plan. The Kuwamura Law Group uses a common sense approach to estate planning. Although we cannot avoid the use of legal terminology, we will help you understand the options available to you in language that is comfortable and easy to understand. We take the mystery out of the process for you.
You have spent a lifetime acquiring your assets. You should be able to retain as much of your wealth as possible. The attorneys at the Kuwamura Law Group will help you achieve that goal.
