Law Offices of Norbert U. Frost

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Estate Planning for Married Couples

Serving Families in Vallejo and the Surrounding Area

Married CouplesSo, you have tied the knot. Whether six months or 60 years ago, congratulations! With each marriage comes rights and new responsibilities.

Unfortunately, many married couples mistakenly believe they can make personal, health care, and financial decisions for one another should either spouse become legally incapacitated due to a serious injury or illness. Nothing could be further from reality!

Without proper estate planning for married couples to appoint your spouse as the incapacity decision-maker, he or she will not have legal authority to make even fundamental decisions for you (or affecting both of you). For example, medical privacy laws will bar access to your medical records and the ability to consult with your attending physician, financial laws limit control over your finances, and IRS regulations will prohibit filing a joint income tax return.

Unless you legally appoint the decision-maker of your own choice in advance through proper estate planning for married couples, then a probate judge will select one for you. While the judge will likely appoint your spouse, the probate court process to accomplish this is expensive, discloses your private personal and financial information to the public record and is a real hassle for your spouse.

Did you know that, in the absence of proper estate planning for married couples, your assets may be distributed after death based on “one-size-fits-all” state laws written for people who do not have their own estate plans? These laws cannot reflect your own unique circumstances and objectives for your spouse and assets.

Fortunately, we can help you avoid the unintended results and help your family avoid replace the one-size-fits-all state laws and replace them with an estate plan we design together for your unique circumstances and objectives. We even help you coordinate the beneficiary designations on your life insurance and retirement plans with your estate plan to avoid unpleasant, unintended consequences.

We can help you protect everyone you love and everything you have. Call us at 707-553-7356.

 

Contact Us

Phone: (707) 553-7356
Fax: (707) 643-1910
1517 Tennessee Street, Vallejo, CA 94590
mpeterson@nfrostlaw.com
Schedule a Consultation

Business hours:
Monday -Thursday 8:30 am - 5:00 pm
Other times by appointment

Testimonials

“I wanted to thank you again for taking care of our friend. It’s been a tough time for their entire family and how you handled her consultation made a significant impact. You are making quite a difference in the lives of those needing help.”
A Family Law Client
Solano County, CA
“Thank you for helping us out in reviewing our lease agreement. Your valuable advice and expertise were sincerely appreciated. Thank you for your support.”
A Business Client
Solano County, CA
“I’m truly grateful, my sincere thank you.”
A Family Law Client
Solano County, CA
“Words cannot express my thanks for all your assistance with my legal matters. Your support and guidance mean so much, especially at this difficult time.”
A Trust Administration Client
Contra Costa County, CA
“Many thanks for all your great work on this matter.”
A Business Client
Alameda County, CA
“We won! Thank you so much for your advice on this case. We worked very hard and finally got exactly what we wanted.”
Probate Clients
Alameda County, CA
“I would like to thank you and your staff for the fine service you provided us during this sad time. We are grateful for the outcome in court and would be happy to recommend you to our friends. Thank you again.”
A Family Law Client
Solano County, CA
“Thank you for the time and patience you generously extended to mediate my case. I am glad for the outcome and sincerely appreciate all of your efforts that greatly helped in the resolution of this case. You saved me a lot of precious time.”
A Mediation Client
Solano County, CA

Law Offices of Norbert U. Frost
1517 Tennessee Street,
Vallejo, CA 94590
Phone: (707) 553-7356
mpeterson@nfrostlaw.com

Business hours:
Monday - Thursday: 8:30 am - 5:00 pm
Friday: by appointment only

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