Vested Estate Planning is an estate planning roadmap made especially for retired professionals and empty nesters. 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, Robert and Jane are well educated, well-read, and well-capitalized. Newly retired, these empty nesters lead an active lifestyle both socially in their Lake Sherwood neighborhood and manage the investment assets they have acquired along the way. We crafted a solution that focused on asset protection, supporting their children and grandchildren and maximizing their long-term care resources.