Estate Planning

Estate planning is about more than just what happens to your property after you are gone; it determines who will make important decisions for you if you can no longer make them for yourself. When your family is grieving your loss, or trying to care for you, having certainty about your wishes is a gift. An estate planning lawyer can help you give it.

Most of us understand how important it is to have an estate plan, but many people still don’t have one. There are many reasons people put off planning: “I’m too busy.” “I don’t have kids.” “I don’t have a lot of assets.” “It’s too complicated.” “My family will know what I want.” They may plan to get around to estate planning soon—and then one day, it’s too late.

At Sanz Law PC, we understand all the reasons people put off estate planning. We want to be the reason you don’t put it off for one more day—by making it simple and comfortable to create a plan that works for you. Contact Sanz Law today; it’s the last step you’ll have to take on your own.

How an Estate Planning Lawyer Can Help

At Sanz Law, we believe that estate planning needs to be a collaboration. Attorney Jimmy Sanz brings to the table his knowledge of estate planning and tax law; you bring your unique knowledge of your goals, your loved ones, and their needs. Together we will create a plan that is designed for your peace of mind, and your family’s. As an estate planning lawyer, Jimmy Sanz listens first to what is important to you and answers your questions.

Many people put off scheduling an estate planning appointment because they think they need to know what kind of estate plan they need before they call an attorney. The truth is that you only need to have an idea of what you want to achieve, whether that’s making sure your children are provided for, your favorite charity is supported, or your wishes for your medical care are honored. We will help you explore your options and choose what’s best for you.

Your plan may include some or all of the following components, or others, depending on your needs:

• Last will and testament: This allows you to leave property to specific people and name a guardian for a child
• Durable financial power of attorney: This document allows you to appoint someone to make financial decisions and transactions for you if you should become incapacitated
• Advance health care directives: These allow you to express your medical preferences and appoint a medical decision-maker if you become unable to make or express medical decisions
• Living trust: A living trust allows you to control assets during your life and avoid probate after death
• Special needs trust: Provide for a loved one with special needs without jeopardizing their eligibility for benefits
• Charitable trust
• Business succession planning

Estate planning lawyer Jimmy Sanz concentrates his practice in estate planning and tax law, and has an extensive background in business matters. He can give you the guidance and support you need at every step of the planning process, whatever your needs.

Work With an Estate Planning Lawyer Who Listens

Estate planning can be a transactional process: you tell an attorney what you want, they draw up documents, and you sign them. Estate planning lawyer Jimmy Sanz takes a different approach. He believes in building relationships with his clients. Jimmy knows that the work he does will have a profound impact on your future and your family’s; he takes that responsibility very seriously. He believes that by taking the time to get to know you he can do a better job for you today—and be there to meet your planning needs as they evolve over the years.