Estate Planning

Count On Our Team to Protect Your Interests

Do You Have an Estate Plan in California?

Consult With an Estate Planning Attorney in Modesto

Many people do not have an estate plan. Preparing for death or incapacity is not something people like to think about. Although it is a difficult subject to think about, it is important to ensure that you protect your loved ones and your hard-earned assets after death. Our estate planning attorneys are prepared to assist you in developing an estate plan that suits your best interests and needs. We encourage you to speak with an estate planning attorney in Modesto today.

Schedule a Consultation With Our Modesto Estate Planning Attorneys

At Arata, Swingle, Van Egmond & Heitlinger, we are happy to discuss your concerns and answer your estate planning questions. We will talk with you about your goals, analyze your situation, and help you build a solid estate plan. Schedule an in-person or virtual consultation with us to get started. Call us at (209) 340-1110 or contact us online and our office will be in touch with you soon.

What Is Estate Planning?

Generally, estate planning is a process that an individual goes through when planning for death or incapacity. The individual determines who will make certain medical and financial decisions on their behalf and then grants them the legal authority to make those decisions. The individual also decides what will happen to their assets after they become incapacitated or pass away. There are several benefits to creating an estate plan including possible tax benefits, privacy, and peace of mind knowing that decisions will be made based on your intentions. Estate plans differ so it is important that you speak with an estate planning attorney that is familiar with current law surrounding trusts and estates.

“This firm exemplifies how a multi-faceted group of attorneys can work together to achieve positive results.”

- James M.

What Legal Documents Does An Estate Plan Consist Of?

The legal documents in an estate plan vary depending on the preferences and intentions of the individual creating the estate plan. The following is a list of some of the documents that may be included in an estate plan:

  • Revocable Living Trust
  • Last Will and Testament
  • Pour Over Will
  • Durable Power of Attorney
  • Living Will
  • Advance Health Care Directive
  • HIPAA Authorization

Our Firm’s Estate Planning Practice

The estate planning attorneys at Arata, Swingle, Van Egmond & Heitlinger have knowledgeable and practical experience drafting estate plans. Our attorneys keep current on the law surrounding estate planning and related tax law. One of our experienced and knowledgeable estate planning attorneys will work one to one with you to create an estate plan that addresses your concerns and parallels your intentions.


Call Arata, Swingle, Van Egmond & Heitlinger when you need sound legal advice from an experienced estate planning attorney. To speak with an estate planning attorney about your particular circumstances, call our estate planning lawyers at (209) 340-1110 or contact us here.



 

Case Results

We fight tirelessly to make sure we gain the best possible results for our clients.

  • Broadside Motor Vehicle Accident

    Recovered the policy limits when client was broadsided in an intersection.

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  • Business Dispute

    Recovered $3,300,000 in buy-out and settlement of minority business owners in breach of fiduciary duty obligations of entity management action.

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  • Business Dispute

    Recovered $1,200,000 in income producing property in family business dispute action alleging fraud and breach of fiduciary against majority owner family members wherein all income payments and distributions to client had ceased for multiple years.

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  • Car Accident

    $8,500,000 recovery. Client was rear-ended on the freeway and suffered catastrophic injuries.

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  • Dog Bite

    Plaintiff was bitten on the hand by his employer’s dog.

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Litigation and Transactional Lawyers in Modesto

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