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Offering Estate Planning Advice You Can Trust

Assisting clients in Southern California with trusts, wills, durable powers of attonrey, healthcare directives, and more

Do you know what would happen to your loved ones in the event of your death? Does your family know how to best care for you should you become seriously injured and incapacitated? These questions can be difficult and uncomfortable, but by addressing them in a comprehensive estate plan, you can ensure your wishes are upheld, your property is protected, and the ones you love are provided for. Since 1999, The Law Offices of Gerald L. Bohart, A.P.C. has helped clients establish proper trust, wills, durable powers of attorney, and advance healthcare directives tailored to their specific situations. We can help you work through these tough issues while guiding you toward solutions that offer you and your family peace of mind.

The importance of having a will in California

Many people don’t realize the importance of having a well-drafted will, especially young people who think they have plenty of time. What they may not realize is that having a proper will is important for adults of all ages, particularly those with children or other dependents. In the event of your death, a will protects your wishes and your property in many ways:

  • Ensuring your property is distributed as you see fit
  • Establishing who will care for your minor children
  • Naming a trusted person as executor, who will carry out the terms of your will
  • Avoiding complicated legal battles and confusion after your death

Writing a will can be difficult, involving many important decisions. We will work with you to create an individualized approach to estate planning that is in the best interest of you and your loved ones.

The advantages of a living trust

A living trust allows you to appoint an individual (the trustee) to hold and manage property for the benefit of another (the beneficiary). Some of the benefits of having a living trust include avoiding probate and reducing taxes. There are different types of living trusts depending on your needs, and they aren’t for everyone. We will help you determine whether you need a living trust, and if so, which type best suits your circumstances.

Why do I need a durable power of attorney and and an advance health care directive?

In the event of serious injury or illness, it’s crucial to have someone you trust to make important decisions about your finances and healthcare. A durable power of attorney appoints someone who will act on your behalf, allowing them to pay bills, manage your money, and make medical decisions. An advance health care directive details your wishes for medical care in the event of incapacitation. Both aspects of estate planning are essential in protecting your rights should you become unable to state your wishes or care for yourself. We will walk you through this process, so you can feel confident in your decisions.

Contact a San Diego estate planning attorney who cares

No matter the size of your estate, a comprehensive estate plan is important for maintaining peace of mind. If you’re ready to consult with a San Diego estate planning attorney you can trust, call The Law Offices of Gerald L. Bohart, A.P.C. today at (858) 536-5500 or contact me online to schedule your initial consultation.