Walnut Creek, CA – An estate comprises everything an individual owns, whether it’s a car, real estate property, homes, investments, checking/saving accounts, cash, furniture, life insurance, jewelry, stocks, and other personal possessions. To control the distribution of possessions even after death, an individual needs to have a proper set of instructions stating the beneficiaries, what they should receive, and when they are to receive it. This process of making a plan in advance is estate planning, and the Law Offices of Joel A. Harris is on the mission of helping clients create legally enforceable estate plans.
Attorney Joel Harris is an Estate Planning Attorney Walnut Creek with more than 30 years of experience in the industry. While he understands the ins and outs of the legal processes of estate planning law, he also knows that family dynamics are complicated. For this reason, he asks the right questions to get a full picture of each client’s financial and family situation. This approach helps his clients make informed decisions that safeguard their estates from irresponsible heirs, expensive probate, claims, and taxes. The attorney leads a team of legal staff passionate about meeting the needs of their clients no matter the size/amount of their estates.
Whether a client desires to name their heirs, dictate the distribution of their property, or appoint an executor, they can contact the Law Offices of Joel A. Harris. The law firm drafts clear wills, reviews/updates them and offers any personalized legal assistance upon a client’s request. As a Walnut Creek Living Trust and Estate Planning Attorney, Joel Harris has an in-depth understanding of living trusts. He helps his clients create revocable and irrevocable living trusts that name a grantor, trustees, and beneficiaries. Since a living trust bypasses the process of probate, the trustees can carry out an individual’s instructions when they’re unable to manage their financial/legal affairs.
In California, powers of attorney expire upon the death of an individual except for decisions for disposition of the body in the Advance Health Care Directive. With this in mind, the team helps clients draft power of attorney documents to appoint people to make financial/medical decisions on their behalf.
Additionally, the Living Trust and Estate Planning attorney serves family business owners desiring to plan for the future. The attorney uses techniques and strategies to evaluate the best interests of the family business and the surviving family. The team also works with the business partners to create clear instructions on the transfer of the business to the next generation. During the estate planning process, Attorney Joel Harris educates his clients about the probate process in California and how they can protect their beneficiaries from probate costs.
To learn more about estate planning, call (925) 757-4605 to request an appointment or visit the law firm’s website. Law Offices of Joel A. Harris is located at 1261 Locust St Number 170, Walnut Creek, CA, 94596, US.
Law Offices of Joel A. Harris
Joel A Harris
1261 Locust St Number 170