Sacramento Estate Planning Attorneys

//Sacramento Estate Planning Attorneys
Sacramento Estate Planning Attorneys 2017-08-09T08:44:54+00:00

Overview of Services

A proper estate plan is the best way to avoid probate, minimize estate taxes, plan for incapacity, and manage assets for minors and young adults. A complete estate plan includes a Trust, Pour-Over Will, and Durable Power of Attorney for Financial Management, and Advanced Healthcare Directive.  Contact the Law Office of Bowman & Associates today to create a tailored estate plan that meets your needs and provides peace of mind. We offer a free consultation to discuss your estate planning needs. Additionally we offer off-site appointments for the final signing and we offer free notary services when documents are prepared with Bowman and Associates.

If you believe you are in need of an Estate Planning attorney contact the Law Offices of Bowman and Associates today for your free consultation.

Why Bowman and Associates?

  • An agent is a named person that can act on your behalf, typically named in the Durable Power of Attorney and Advanced Health Directive.
  • A trustee is the person who can act on the behalf of the trustor (the owner of the trust), typically the person who’s trust it is the first trustee and the persons to follow are the successor trustees.
  • A beneficiary is the person to benefit from the form the will or trust.
Typically the person will name him/herself as the trustee and then upon his/her passing the successor trustee will take over. Yes, at that point it can be a spouse.

Estate Planning Services

Revocable Trusts

Under California law, even with a will, if a person dies holding title to over $100,000.00 in assets, the estate must be probated. A living trust avoids the time and expense of probate. Probate takes at least seven months to complete and probate fees are based on a percentage of the gross value of the decedent’s estate. A trust can also avoid the need for a conservator ship which can be restrictive, time-consuming and costly. In order for your trust to be effective, your assets are placed in the name of the trust. Contact the Law Office of Bowman & Associates, APC so we can assist you with this important transfer process...

Wills

Although a will must be probated, it is an effective means of ensuring that your property is distributed to the people you desire to benefit. If you do not have a will, your estate will be distributed as required by the California Probate Code. A simple will can dictate how your assets are distributed and can be used to designate legal guardians for dependents. These are decisions that you, not the courts, should make...

Durable Power of Attorney

The durable power of attorney is often one of the most important documents and one of the most forgotten and least likely to be completed. Naturally one does not wish to think about the end of their life, or what should happen if they enter into a state lacking ability to care for oneself.

The durable power of attorney is utilized to appoint someone you trust to assist with managing your decisions as you begin to lack the ability to do so on your own. The durable power of attorney will allow the person appointed to make important ...

Health Care Directive

A health care directive is one of the most difficult forms for a person to complete typically, because it is the legal document which directs what should happen with your health should you no longer be able to make decisions for yourself due to illness or incapacity. People put aside crating a directive which indicates what your desires and wishes are upon a terminally ill condition. However, an important fact to remember is that the Health Care Directive can be revised or modified at any time.

This directive allows the individual to specify exactly what sort of medical treatment and care they desire upon entering into a permanently unconscious or...

WHAT OUR CLIENTS SAY

– Darlene W.

I have had this firm represent me through a divorce and Roger Kosla has really been great. My case was to be a slam dunk until my husband turned it into a nightmare. I am very pleased with the way Roger has handled everything that has come at him in my case. Excellent firm!

– Darlene W.

2016-05-26T02:26:57+00:00

– Darlene W.

I have had this firm represent me through a divorce and Roger Kosla has really been great. My case was to be a slam dunk until my husband turned it into a nightmare. I am very pleased with the way Roger has handled everything that has come at him in my case. Excellent firm!

– David M.

This firm went way above the call in regards to my case – attorney Ken Torkelson is a fantastic lawyer with lots of wit and experience. I would call them first anytime in the future when the need arises. And will refer this office to all my friends and family with their needs.

– David M.

2016-05-26T02:35:16+00:00

– David M.

This firm went way above the call in regards to my case – attorney Ken Torkelson is a fantastic lawyer with lots of wit and experience. I would call them first anytime in the future when the need arises. And will refer this office to all my friends and family with their needs.

– Heather A.

Fantastic! Robert has been an incredible help during a very stressful, constant custody battle.  He's always been there to answer the phone and provide advice, drastically lowering my stress level and anxiety.  He was right, it takes a little time, but our court arrangement is finally both in the best interest of my son and fair to me.

– Heather A.

2016-05-26T02:39:24+00:00

– Heather A.

Fantastic! Robert has been an incredible help during a very stressful, constant custody battle.  He's always been there to answer the phone and provide advice, drastically lowering my stress level and anxiety.  He was right, it takes a little time, but our court arrangement is finally both in the best interest of my son and fair to me.

– Brent

I have used Bowman and Associates for a number of issues including custody, business legal advice and DUI. Robert Bowman is an excellent, caring attorney. He takes the long view on custody and business issues, provides sound advice, and works tirelessly on my behalf. I will continue to use Mr. Bowman and his team of attorneys and legal staff for many years to come.

– Brent

2016-05-26T02:40:28+00:00

– Brent

I have used Bowman and Associates for a number of issues including custody, business legal advice and DUI. Robert Bowman is an excellent, caring attorney. He takes the long view on custody and business issues, provides sound advice, and works tirelessly on my behalf. I will continue to use Mr. Bowman and his team of attorneys and legal staff for many years to come.

– Laurel K.

My husband and I cannot say enough good things about this law firm!  Of course, we're happy and relieved we won our case and the judge granted our civil harassment restraining order. Every person I came in contact with at the firm was friendly, professional and always always helpful.

– Laurel K.

2016-05-26T03:44:59+00:00

– Laurel K.

My husband and I cannot say enough good things about this law firm!  Of course, we're happy and relieved we won our case and the judge granted our civil harassment restraining order. Every person I came in contact with at the firm was friendly, professional and always always helpful.

ARE YOU IN NEED OF LEGAL ASSISTANCE?

CONTACT AN ATTORNEY NOW!