Estate Planning & Social Security Disability
Helping people preserve their assets, provide for their loved ones, and create a memorable legacy.
Areas of Expertise
Social Security Disability Benefits
Power of Attorney
As Told By David’s Clients
"I had the privilege of going to law school with David Stevens and working with him professionally. He is one of the most diligent, hard-working and zealous advocates for his clients I have ever seen."
"Engaged Mr. Steven’s services for estate planning. Meticulous to detail, knows the law and a lawyer you can trust. I do. My ‘go to’ attorney now. Thanks Dave!"
We utilized Mr. Steven's services as our Estate Attorney. Meticulous to details. Very acceptable rates. Got our package done very quickly. He knows the law, extremely professional and a man you can trust. David Stevens LLC is MY law firm.
Reasons to Consider Estate Planning
Married couples have certain legal rights superior to any other form of partnership. Estate planning will walk you through details regarding how to use beneficiary designations, transfer on death and payable on death declarations in addition to Wills and Trusts. Second and subsequent marriages require replacement of any Wills made during previous marriages.
Whether you are part of a growing family due to the birth of child, or if you are gaining stepchildren from your spouse’s previous marriage, you want to ensure that a distribution of your assets goes as you intend; not as per default laws.
While a legal dissolution of your marriage may require that you maintain a life insurance policy for the benefit of your ex-spouse; you probably don’t want that ex-spouse to benefit financially from all of your other assets should you meet your demise. Revisit your estate plan to take care of children, other loved ones or charities.
Frequently a motivator for couples with young children, traveling – particularly abroad – can come with concerns regarding your own safety. Be sure that you have named a guardian for minor children, and ensure that your home, vehicles, and possessions will pass according to your rules; not according to default State statutes.