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Estate planning is a key aspect of wealth management that involves creating a plan for the distribution of your assets after you pass away. A will and trust are two important legal documents that are often used as part of an estate plan. A will is a legal document that outlines how your assets will be distributed after your death. A trust is a legal arrangement in which a trustee holds and manages your assets for the benefit of your beneficiaries.

Another important aspect of estate planning is creating a power of attorney. This document gives a designated person the authority to make financial or healthcare decisions on your behalf if you become incapacitated or unable to make decisions for yourself. 

When it comes to estate planning, it's important to work with an attorney who has experience in this area of law. An attorney can help you navigate the complex legal requirements and ensure that your estate plan is legally valid and meets your unique needs. Additionally, an attorney can help you avoid common estate planning pitfalls and protect your assets from potential creditors or lawsuits.

Choosing an attorney you can trust is crucial when it comes to estate planning. At San Juan Law we take the time to understand your unique needs and goals and always work with you to create a customized estate plan that meets your needs. Make sure that you and your family are protected today! Give us a call for a free phone consultation!


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