Traditional estate planning has always provided effective methods for ensuring that your financial wealth is distributed to whom you want, when you want, and in the manner you want. It has provided tools for ensuring that this distribution is handled by the person you want. It has even provided ways to avoid or minimize the Death Probate and estate taxes.
However, death and taxes are not necessarily the most important issues you face when planning your estate. Traditional estate planning doesn’t address the reality that people are living longer and need to plan for incapacity.
Yes, You Need an Estate Plan! Your Guide to Wills, Living Trusts and Creating a Comprehensive Living Trust Estate Plan in California explores the shortcomings of traditional estate planning and specifically identifies the benefits that a Comprehensive Living Trust Estate Plan provides to modern families. Some of the key topics that are addressed include:
- A will is not always the best choice
- The benefits of a living trust
- Essential estate planning documents
- Avoiding the pitfalls of probate
- Conservatorship prevention
- Planning for blended families
- Protecting your beneficiaries’ inheritance
- Medi-Cal planning and planning for long term care
- Reducing taxes
- Planning for special needs loved ones
- IRA inheritance planning
These are some of the many elements that are examined in Yes, You Need an Estate Plan! There is no one-size-fits-all plan that is right for everyone during these times, and this book demonstrates the importance of personalized planning.
Attorney Justin M. Kennedy has the unique ability to break it all down in simple terms that anyone can understand, so this book is an easy read, and it is hard to put down. You can order a copy right now if you call us at 408-356-9200 or you can fill out the form below.
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