Berge & Berge, LLP Blog

Sunday, October 1, 2017

LifePlan Estate Planning is a Plan for Life

Q: What is the best time to consider estate planning?

The answer would be… yesterday. But today is acceptable, too.

It's never too early to see a skilled California estate planning attorney to get your affairs in order. While it's uncomfortable to think about, death or disability can strike any of us at any time. While nothing can truly prepare us for the emotional devastation, a solid estate plan may help relieve the financial burden that comes with the loss.

The needs of the young couple with a newborn obviously differ from the needs of an elderly couple, so their estate plans will differ as well. Those with young children often come in concerned primarily about naming guardians for their minor children. Older folks and their adult children caregivers may need help with other matters like conservatorships and elder abuse.

No matter what your age, a comprehensive estate plan will include documents that provide for your incapacity as well as your death. These documents enable trusted others – – like family, close friends, or advisers – – to make your financial or health related decisions if you become incapacitated and unable to do so on your own behalf. Other documents allow you to express your end-of-life wishes in the event you are unable to do so, such as whether you do or do not want a “Do Not Resuscitate” or DNR order, life-support measures, feeding tubes, pain relivers, and/or antibiotics, and more.

Life changes. So, estate plans often need to be revised over time. It's not just a “set it and forget it” situation. But making minor modifications to your estate plan does not have to be expensive.

At the Law Offices of Berge & Berge, our unique LifePlan Program offers many perks and discounts to our clients including the ability to make minor updates to your documents on a yearly basis for a small premium. Having a lifelong relationship with your attorney can facilitate a smoother transition into the distribution of your assets after your death, providing additional security and peace of mind to you and your family.

If you need assistance with estate planning, or would like to modify an existing estate plan, the Law Offices of Berge & Berge in San Jose can help. Contact us today to request a consultation. We've been proudly serving the South Bay area of California for over 23 years.


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