At Phillips Ballenger, our California and Nevada estate planning attorneys, Tiffany Ballenger Floyd and Katarina J. Arthur go above and beyond to ensure that we offer our clients personalized, comprehensive plans to address their goals and needs.
During your thorough consultation with an estate planning attorney, we discuss your family structure and dynamics, your goals, your long-term plans, and your hopes, dreams, fears and apprehensions in order to figure out a solution that works best for you!
What is “in” an Estate Plan?
Typically, a comprehensive estate plan includes:
- Revocable Living Trust (aka “Family Trust” or “Living Trust”)
- Pour-Over Will (vital for parents of minor children as this nominates Guardians for your kids)
- Caretaker Instructions (for care of minor children)
- Certificate of Trust;
- Durable Power of Attorney (for financial management)
- Trust Funding Instructions & Checklist (to ensure your assets are properly transferred into your Trust and proper beneficiary designations are made/updated; this may also include Deed work/instructions to transfer real estate into your Trust);
- Memorial Instructions, including Nevada Affidavit Authorizing Final Disposition;
- Detailed Trust Schedule of Assets, including Trust Asset Assignment;
- Personal Property Memorandum; and
- Health Care Documents, including: Durable Power of Attorney for Health Care Decisions (customized specifically in accordance to your wishes, Stand-Alone HIPAA Release, Living Will & Nevada Statutory Advanced Directive, NRS 449.535-690)
Read more about Revocable Trusts…
While nobody wants to think about death or disability, establishing an estate plan is one of the most important steps you can take to protect yourself and your loved ones.
Read about our clear-cut approach to the Estate Planning Process…
Proper estate planning not only puts you in charge of your finances, it can also spare your loved ones of the expense, delay and frustration associated with managing your affairs when you pass away or become disabled.
Read more about Advanced Estate Planning Options and Estate + Gift Tax Planning…