Estate Planning

Develop a Plan to Protect Your Personal and Family Goals

Planning an estate can be a challenging task. People spend a lifetime accumulating assets, but often neglect to plan for their future. Fortunately, estate planning does not need to be an unpleasant or expensive endeavor. A few hours of planning now can protect you and your family from many of life's uncertainties.

Attorney David Carrera can guide you through the estate planning process with personal care and attention. Every person has different family situations and long-term goals. That is why David invests time to learn about each client's particular needs and concerns. The most effective method for successful estate planning is understanding the big picture.

David will work with you to create a thoughtful estate plan customized specifically for you. An estate plan may consist of a combination of legal documents, including:

» Simple Will
» Revocable Living Trust
» Durable Power of Attorney
» Living Will
» Designation of Surrogate or Guardian
» Prenuptial or Postnuptial Agreement

The goal is to ensure comfort and satisfaction with your finished product. Whether planning the orderly transfer of assets, appointing guardians for minor children, or minimizing taxes incurred by beneficiaries, there is peace of mind in knowing that you have a comprehensive plan for loved ones in case of incapacity or death.

Schedule a paid appointment and learn how to protect your personal and family goals. If you cannot visit the firm's Lake Mary office, David would be happy to come to you. He proudly offers house calls to elderly and immobile clients.

Call David Carrera at (669) 444-0505