Legacy Planning is an estate planning roadmap made especially for those who are primarily concerned with having an impact that lives long past their natural life. Many times their biggest concerns involve one of the following:
- How to create a plan for financial and healthcare decision-making in the event they become incapacitated
- Where to find cost-effective and expedient asset and wealth transfer means upon death
- How to ensure that their real property, personal assets, and digital properties protected
When you decide to work with our estate planning attorneys here at Moschetti Law Group, we will help you address these concerns and lay out the foundations of a “protected future’ as early as the initial orientation meeting. Whatever concerns you are dealing with, we will make sure to equip you with the right type of plan to help you climb the summit of life. Our Calabasas estate planning lawyers are dedicated to helping you and your family achieve peace of mind and a sure foundation for generations to come.
For example, Paul was in the entertainment industry for his whole life. It was all he ever wanted to do. He had a fulfilling career climbing the ladder from an intern to a successful producer and screenwriter. As a husband for 40+ years, raising 2 children, and now a grandfather of 5, he also has an equally fulfilling home life. Paul has always been seen as the ‘go-to-guy’ for wit and wisdom.
We worked with Paul to establish a plan for his assets and his legacy. A plan takes the certainty and comfort of his presence in his family and friends’ lives today and projects it into the future to give that same certainty and comfort after he is gone. It takes the wisdom and inspiration that he brings and will extend it well past his actual life.