Estate Planning

Vega & Overton offers a broad range of estate planning services geared towards protecting the client, the client’s family, and preserving the client’s assets.  Our services range from developing simple estate plans to establishing more complex arrangements to facilitate the transfer of family wealth to future generations.

Over the years, we have found that deep-rooted misconceptions about estate planning are extremely common.  A person does not need to have more than a million dollars in net worth to receive tremendous benefits from preparing an estate plan.  In our experience, it is the middle-class and lower-income families that are hardest hit, when a loved one becomes incapacitated and has no estate plan.  By setting up an estate plan, a person may have the ability to:

 

Avoid the hassle and expense of probate

Plan for incapacity and prevent the need for a conservatorship

Transfer assets to your heirs efficiently and privately

Plan for the welfare of minor children

Reduce federal estate taxes

Transfer the management of your property without losing control

Plan for the smooth transfer of a business when one of the owners dies or becomes incapacitated

In our initial estate planning consultations we spend time getting to know our clients and their families.  We strive to dispel myths while educating and empowering our clients to make smart choices that preserve their wealth and hold the family together.  Since this area of law can be complex, our clients are encouraged to ask lots of questions, and are never rushed into making hasty decisions.  We take our time answering each and every question, so that are clients leave feeling well-informed, well-protected and satisfied.