Many people believe that they do not need an estate plan because they do not have a certain amount of wealth. Estate plans are MUCH MORE than just a vehicle to transfer assets upon death or amass some tax benefit to preserve your millions.

Estate planning documents also allow you to name a guardian for your minor child(ren), name an agent to act on your behalf in the event of an accident or illness, dictate your personal wishes regarding medical treatment and end-of-life decisions, and give direction to your loved ones in a time of great need.

The Law Office of Ann E. O’Hara provides the following documents, either individually, or as a complete Estate Plan:

Trust/Special Needs Trust

Will/Pour-Over Will

Power of Attorney for Personal & Financial Affairs

Advance Health Care Directive

To learn more about estate planning documents available from the Law Office of Ann E. O'Hara, go to the California State Bar website Public Information Pamphlet: Do I Need Estate Planning?