Ready to get started? Either use the client form on our contact us page or call us at +32 460 26 29 59 to schedule your appointment.

Thank you, and we look forward to meeting with you soon. The staffs at Crest Regency enjoys working with clients in the planning of their estates, including:

• Trusts
• Wills
• Health care directives
• Powers of attorney for property management
• Wealth preservation
• Lifetime gifting strategies
• Business succession planning
• Multi-generation transfers

Do I need a Will or a Trust?

If you don’t have a will or a trust, the state of California will make the following decisions for you:

• Who will be the administrator of your estate
• Who will receive your assets
• Who will raise your minor children

In addition, the proceeding will be a public proceeding, and the probate fees will far exceed the cost of a trust.

Which do I need: a will or a trust?

Here are the advantages of a will over a trust:

• A will is cheaper than a trust to create.
• There’s no need to identify any assets.
• There’s no need to transfer assets into a trust.

Here are the advantages of a trust over a will:

• Probate is much more expensive than administering the trust after death.
• The trust administration process is much faster than a probate.
• The trust administration process is private and not open to the public.
• The trust provides for the succession of trustees in the case of incapacity.

Durable Power of Attorney for Property Management

No matter whether you have a will or a trust—or nothing at all—you need a Durable Power of Attorney for property management. This allows your agent to do three things if you become incapacitated:

• Manage your property
• Represent your financial interests, such as filing your tax return or applying for government benefits
• Nominate a conservator for you, should one become necessary

Health Care Directive

Everyone should have a health care directive. This allows your agent to act in the following ways if you become incapacitated:

• Decide what type of care you should receive
• Decide who should care for you
• Make end-of-life decisions about your medical treatment and care
• Allow for an autopsy, if allowed by you
• Donate organs, if allowed by you
• Provide for the disposition of your remains, as specified by you

Guardians for Your Minor Children

One of the most critical decisions you can make as a parent is who will raise your minor children if you are unable to do so. Your decision will include:

• Who is best to physically raise your children? This is the person you trust most to raise your children with the principles and morals you value most.
• Who is best to manage the funds for your children? This is the person you trust most to take care of the funds for your children.