CA Paralegal Services, OC

What is a Power of Attorney? A Power of Attorney is a document that lets you appoint someone to represent you.

With a living trust, assets are not frozen and can be distributed to your designated beneficiaries immediately without the highly technical requirements of probate disposition.

A living trust is revocable during your lifetime, which means that its terms are changeable and assets in the trust can be re-transferred to your name if desired without adverse tax consequences.

You can change or modify the trust terms at any time, change beneficiaries, add or delete assets held by the trust without tax consequences.

Costa Mesa / John Wayne location

How can a power of attorney help you? A Power of Attorney lets you authorize someone to handle a specific task, like signing documents for you while you are away. Your Power of Attorney can authorize your agent to handle on-going tasks.... Here are examples of tasks you can have your agent do: 1. Make bank deposits, withdrawals or other transactions 2. Trade stocks and bonds 3. Pay your bills 4. Buy or sell property 5. Hire people to take care of you 6. File your tax returns 7. Arrange the distribution of retirement benefits 8. Negotiate and sign contracts 9. Apply for benefits like SSI or Medi-Cal Your agent can do almost anything the Power of Attorney permits. You can also limit the kinds of financial decisions you want your agent to be able to make.

All Estate Planning services are going to be 70% off for individuals over 60 years old. We will work with them 100% over the telephone and they will only need to make contact one time with a notary in the comfort of their own home. We will only be using notaries that don’t have children or contact with children on a regular basis to limit exposure to any illnesses. Please call Fresno: 559.323.9400 or Orange County: 657.215.4535, email: [email protected] or message me for information or questions.