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California Trusts, Wills and Estate Planning

Offices in Lodi, Sacramento, Modesto, Manteca, Stockton and Tracy
Last Will and Testament papers with a pen — wills in Lodi, CA

Creating Your Will

If no will is made before your death, the state will determine who receives your property and who can raise your children. By creating a will, you are able to protect your family and your assets in an emergency. Don't let the state make decisions on your belongings. Contact us today to draft your will.

Divide Your Assets

By properly drafting your will, you are able to choose who your beneficiaries are. This allows you to specify your wishes for your funeral, provide financial security for your loved ones, and bestow gifts to your family and friends. You've worked hard for your assets. You deserve to be in control of how your property and affairs will be dealt with.

Simplify Your Loved One's Lives

Making a will is one of the most considerate and thoughtful things you can do for your loved ones. Make their lives easier by appointing guardians for your children, making arrangements for your pets and avoiding inheritance disputes. Give peace of mind to your loved ones today by contacting Rosā Law Offices, PC.

Establishing a Trust

Trusts have many advantages over wills. In a trust, you are able to put conditions on how and when your assets are distributed after you die. You are also able to reduce estate and gift taxes as well as distribute your assets without the high costs or delay of a probate court. For more information about if a trust, will, or a combination of these is best for you and your loved ones, contact us today.

Revocable Trust

A revocable trust is a legal document that often passes assets to heirs and beneficiaries faster upon death. Revocable trusts are also known as “living trusts” because they can be revised up until death. Transferring assets into a trust can save a family in legal fees as well as time. For more information about trusts, contact us at Rosā Law Offices, PC today.

Revocable Trust and Pre-Planning for Medi-Cal

Revocable Trusts are increasingly used as an inexpensive and safe way to protect your primary residence from a potential Medi-Cal recovery claim. Let us show you how.

What is Estate Planning?

Your estate includes more than your home; it comprises everything you own. Estate planning is the preparation for the distribution and management of your estate. Proper estate planning takes care of assets before death, after death and in the case of incapacitation. Having a plan in place can protect your family and give you peace of mind.

Estate Planning Benefits

Estate planning allows your family to be prepared should disaster strike. It helps you to organize your records, find and correct errors and prevent devastating tax consequences. Planning your estate also provides peace of mind to you and your family. Proper estate planning is one of the most considerate things you can do for yourself and those you love.

Best Time for Estate Planning

Estate planning is commonly put off because people assume they do not own enough, they're not old enough, or that they have plenty of time. Unfortunately, this leads to many families being unprepared when incapacity or death strikes. The best time to plan is now when you are living and healthy. Estate plans can always be updated, so call Rosā Law Offices, PC today to set up your estate plan.

Pre-Planning for Medi-Cal

The Rosa Law offices, PC typically includes pre-planning for potential Medi-Cal eligibility in long-term care. It is important for you and your loved ones to include pre-planning for Medi-Cal language in your revocable trusts and powers of attorney.

Your Most Important Documents

Without the proper planning, you could be headed for a disaster. Rosā Law Offices, PC recommends four essential documents that you need in your estate plan: a last will and testament, a revocable living trust, a durable power of attorney, and an advanced health care directive. Please see our trusts and wills page for more information on these documents.

Durable Power of Attorney

A durable power of attorney allows you to choose someone to act on your behalf. This document becomes valid in the case of an illness or incapacitation that prevents you from managing your finances. Without this document, your family loses any say regarding your assets, and everything must go through the state. Call Rosā Law Offices, PC to put your durable power of attorney in place and protect your assets and your family.

Advanced Health Care Directive

A power of attorney does not give your representative the capacity to make your health care decisions. Instead, you are able to appoint a health care proxy or advanced health care directives to empower a trusted person to make your medical decisions. Call an attorney at Rosā Law Offices, PC to see how advanced health care directives can benefit you.