WHO NEEDS AN ESTATE PLAN?
If you have a house or any property, banking or securities accounts, personal assets, motor vehicles, a spouse, children, or anyone else you care to benefit from your assets when you die, you need an estate plan. Your estate plan typically includes a variety of legal documents, such as:
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A living trust is a legal document that places your assets into a trust during your lifetime, and names a person to manage the trust’s assets (the trustee) for the duration of your life.
A California living trust attorney can create a trust document. This document states what property is part of the trust, who will inherit that trust property, and names you as a trustee.
If you have a house or any property, banking or securities accounts, personal assets, motor vehicles, a spouse, children, or anyone else you care to benefit from your assets when you die, you need an estate plan.
An estate plan is a legal strategy designed to anticipate and arrange for the care and disposition of your property at death or permanent incapacitation.
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