ESTATE

ESTATE PLANNING One thing that every person needs (and many often neglect because it is not a pleasant subject to deal with) is a comprehensive estate plan. Even if you already have an estate plan, it may need to be updated if you have recently had a life-changing event, such as marriage, divorce, or having children. For most people, a basic estate plan consists of a trust, pour-over will, financial power of attorney, and advance health care directive. At Kersten & Associates, you will not be run through a mill. You will consult with an attorney who will address your specific needs. Unlike many firms, we will also stay involved to help to make sure that your trust is properly funded.

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38 Corporate Park • Irvine, CA 92606 • Phone: (949) 222-0033 • Fax: (949) 222-0044 • [DISCLAIMER]