No one likes to think about their own passing or the possibility of becoming incapacitated. But without a proper estate plan, your wishes may never be carried out, and your loved ones could be left with unnecessary stress, financial burdens, and legal disputes. At Horizon Elder Law & Estate Planning, we help families in Contra Costa County, Alameda County, and throughout California create clear, customized plans that safeguard their assets and provide peace of mind.
Why Estate Planning Matters
If you pass away without an estate plan, the California probate court will decide how to distribute your property based on intestate succession laws—not your personal wishes. This can lead to:
- Intended beneficiaries being left out entirely
- Higher probate fees and administrative costs
- Family disputes and legal challenges
- Delays in distributing your assets
An effective estate plan puts you in control of your future by ensuring your assets go to the people and causes you choose, while minimizing taxes, avoiding court battles, and protecting your loved ones.
More Than Just a Will
A complete estate plan does more than say “who gets what.” It should also address your care and decision-making if you are unable to act for yourself. Without the right documents in place, your family may be forced to go through a stressful and expensive conservatorship process just to manage your finances or make health decisions on your behalf.
Your plan should include:
- Will: Outlines how your property will be distributed after your death and can name guardians for minor children.
- Durable Power of Attorney: Authorizes someone you trust to handle your financial matters if you become incapacitated.
- Advance Health Care Directive: Specifies your medical treatment preferences and names a trusted decision-maker for health care choices.
- Living Trust: In California, a living trust is especially helpful if you own real estate or if your probate assets exceed the small‑estate limit ($208,850 for deaths on/after Apr. 1, 2025). While a simplified court process can transfer a primary residence of up to $750,000, that still involves court; trusts, on the other hand, avoid that.
Planning for the Unexpected
Tragedy can strike at any age. As a Registered Nurse who spent years working in local critical care units, Attorney Julie M. Fiedler has seen firsthand how quickly illness or injury can leave someone unable to make decisions for themselves. She brings this unique perspective into her legal practice, emphasizing the importance of being prepared—no matter your stage in life.
By planning now, you can:
- Protect your children’s future by naming a guardian
- Avoid the costs and delays of probate
- Ensure someone you trust makes decisions for you if you’re incapacitated
- Keep family conflicts to a minimum
- Preserve your legacy for future generations
Why Work with an Experienced Estate Planning Attorney?
While online forms and DIY kits may seem like a quick fix, they often fail to address California-specific laws and the unique needs of individual families. Mistakes or incomplete documents can result in:
- Your plan being contested in court
- Delays in asset distribution
- Higher legal fees in the long run
At Horizon Elder Law & Estate Planning, we create individually tailored estate plans that fit your goals, your assets, and your family’s needs. We guide you through every step, explain your options, and ensure your plan is legally sound and up to date.
Our Process
When you work with our team, you can expect:
- Comprehensive Review: We evaluate your assets, family circumstances, and long-term goals.
- Custom Plan Design: We develop a strategy that meets your needs and maximizes protection.
- Clear Communication: You’ll understand your options and the reasoning behind every recommendation.
- Ongoing Support: We’re here to update your plan as laws change or your life circumstances evolve.
Serving Clients Throughout San Ramon & Contra Costa County
From San Ramon and Walnut Creek to Danville, Pleasanton, and beyond, Horizon Elder Law & Estate Planning proudly serves families across the Bay Area. We offer in-person and virtual consultations for your convenience.
Now is the time to take control of your future. Whether you’re just starting your family, approaching retirement, or managing care for an elderly loved one, we can help you protect your assets and your loved ones. Contact Horizon Elder Law & Estate Planning today to schedule your consultation.