If you own real property in the state of California, you should be aware of how you hold title to your property and how that title may affect your estate planning goals. Learn more here:
Prior to Transfer on Death (TOD) Deeds being available in California, the only way to pass property outside of probate was by creating a living trust…
A Power of Attorney is a legal document in which one person, the “Grantor,” grants another person, the “Agent,” the authority to act on behalf of the Grantor in financial matters. An Agent with power of attorney may, on behalf of the Grantor:
Only a consultation with an attorney can help you decide what estate plan is right for you, but in the meantime here are a few frequently asked questions about living trusts:
What do parents need to know about estate planning? How can a comprehensive estate plan help a parent prepare for incapacitation or death?
Now that you know what an estate is and what your assets are, what is an estate plan? What does it include and what does it prepare you for?
A comprehensive estate plan generally includes the following documents:
What is an estate? I can’t tell you how many people aren’t sure what makes up their estate or what their future estate might look like with a financial plan. Here’s what you need to know: