Rose Law Firm of Napa Valley

A: No, and here's why: if something were to happen you, your life insurance proceeds won't pay out until they are 18 years old. Enjoy time with loved ones tomorrow! #LifeInsurance #Beneficiary #PlanAhead #RoseLawFirmofNapaValley #EstatePlan #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

Sound on! ?? Here’s a clip from Trevor and Megan’s presentation with Coldwell Banker last week - listen in on Trevor giving an example of what “expensive” really means when it comes to probate ?? #Probate #EstatePlan #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

What a week it’s been! Sharing some humor to finish it off strong ?? Have a great weekend all! #HappyFriday #FridayHumor #Probate #AvoidProbate #RoseLawFirmofNapaValley #EstatePlan #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

Wills and trusts and deeds, oh my! There are many tabs that could be included in an estate plan, so our team offers different packages to accommodate each person’s individual needs ?? All of our packages include 3 key documents, however, which are: a will (or a living trust with a pour-over will), an advance health care directive, and a financial power of attorney ??? #EstatePlan #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

You’re invited! ?? Trevor will be part of an expert panel on Tuesday to give estate planning guidance and answer questions. There will be expert answers from Napa Valley's trusted professionals on everything from identifying the perfect senior living community to making the move stress free to managing your real estate ?? Hope to see you there! #HappyFriday #PlanAhead #RoseLawFirmofNapaValley #EstatePlan #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

A: A health care directive is a legal document that spells out your medical preferences in the event that you are unable to make or express these decisions in the moment ?? You can save your family stress by making difficult decisions today so that they don’t have to guess or take on that burden in a moment of crisis. #HealthCareDirective #PlanAhead #RoseLawFirmofNapaValley #EstatePlan #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

This is a snapshot of a daily occurrence here at Rose Law ?? We have a small tight knit team that collaborates with each other to deliver our clients the personalized and detailed attention that we promise. Trevor and Tracy are siblings, so “tight knit” might even be an understatement ?? Click here to schedule your first complimentary consultation with us: https://lnkd.in/gYh6MXvz #RoseLawFirmofNapaValley #WorkFamily #EstatePlan #EstatePlanning #EstatePlanningAttorney #Napa #napavalley

Coming up! ?? Trevor and Megan will be speaking at Coldwell Banker on November 13th ?? Register through the link below to hear them speak on: Protecting Your Property: transfer real estate smoothly, avoiding costly delays or court. Avoiding Probate Pitfalls: discover ways to keep your home out of lengthy, costly probate. Planning for the Future: learn about trusts, powers of attorney, & TOD deeds to protect assets. #HappyFriday #EstatePlanning #Probate #EstatePlanningAttorney #EstatePlan #Napa #NapaValley #lawfirm

This week our attorneys put together a great #WednesdayWisdom on what exactly a testamentary trust is, and the pros and cons involved in creating one ?? Tap the link below to read the full blog post! #TestamentaryTrust #Trust #Attorney #EstatePlanning #EstatePlanningAttorney #EstatePlan #Napa #NapaValley #lawfirm

Happy Monday! ??? We’re sharing a great article about why estate planning is beneficial even at a young age. To quote the article, “You can say, ‘Oh, I don’t have anything,’ but you have somebody…You have people who are going to want to step in and help. See that your wishes are followed. Help them help you.” #WallStreetJournal #MondayReading #EstatePlan #RoseLawFirmofNapaValley #EstatePlanning #EstatePlanningAttorney #Napa #napavalley