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Estate Planning

Estate Planning and Living Trust Document

The Goyette & Associates, Inc., Estate Planning Division is designed to be proactive and prevent conflicts and problems for our clients, as well as their families. We help our clients express their needs and goals so that they can determine the best way to secure their assets and protect their families. Our bestselling product is your peace of mind.

Estate planning for individuals and families does not need to be complicated or expensive, but it does need to be done properly. Goyette & Associates is here to help you complete the estate plan you and your family deserve.

Goyette & Associate’s Estate Planning services include:

Revocable Trust

A Revocable Trust is a trust in which you (aka the “settlor”) reserves the right to change or terminate the trust during your life.

Last Will and Testament

A Last Will and Testament is a document expressing a person’s wishes about the disposition of his or her property after her death.

Durable General Power of Attorney

A Power of Attorney is a document granting someone the authority to act as your agent to make financial decisions for you. Power of Attorney documents often provide various powers for your agent to act on your behalf in financial situations, including, housing leases, power to deal in real estate transactions, and pay your bills.

Advanced Health Care Directive

An Advanced Health Care Directive is a document that designates an agent to make health care decisions for that person.

Our Estate Planning Process

Lawyer working on a legal case

G&A’s estate planning specialist attorneys always start by asking clients to fill out a straightforward, plain English worksheet for general initial information capture. From there, we take over, answering all your questions and explaining the law, your options, and the consequences of each. We will ask additional questions, if necessary, and draft documents at your request. In the end, for all of our clients, the relief they feel when their completed estate plan is in their hands is only matched by the realization that the process was not anywhere as cumbersome, complicated or time-consuming as they had feared. We are here to help you complete the estate plan you and your family deserve.

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Questions? Give G&A a call for your free consultation and/or estate planning review.

Resources

California Courts Not Sympathetic To Employee Claims on PEPRA Pension Issues

By: Paul Goyette A recent string of California Superior Court and Court of Appeals Decisions indicate a clear trend to decline various employee and employer organization challenges to PEPRA. PEPRA is a form of pension reform law that was passed in 2012 and became effective January 1, 2013. PEPRA made several changes to the California public sector pension systems....

Voided Appointment Overturned for California State Employee

Attorney Brett Sherman of Goyette & Associates successfully represented a State of California Employee in the overturning of a voided appointment. Employee X* was promoted to a Staff Services Manager I (SSM) position within the California Department of Corrections and Rehabilitation in 2007. Employee X worked in that capacity until 2013, at which time Employee X...

2017: A Year in Review

by: Nicole Valentine It would be an understatement to say that 2017 was one of the most rewarding years in my practice as a criminal, labor, and licensing attorney. Below are some of the most notable results I achieved for my clients in each of these areas: One of the most important highlights of this year was when I won a client a full dismissal of all counts of an...

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