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Avoiding Probate: Strategies for Effective Estate Planning Goldstein Mauer PLLC | #estate planning checklist for homeowners

Avoiding Probate: Strategies for Effective Estate Planning Goldstein Mauer PLLC

A good Living Trust will contain broad language authorizing the successor Trustee to make distributions to you or to others for your benefit (such as paying care providers, maintaining your residence.

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Finding the optimal level of guaranteed monthly income | #fiduciary financial advisor for estate planning

Finding the optimal level of guaranteed monthly income

If all your property is in trust when you die (or become incompetent), then legally you don’t own anything in your name.

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Jody R King, JD, CPA Director of Wealth Planning | #ca for families

Jody R King, JD, CPA Director of Wealth Planning

But you can't name guardians for any minor children in a trust, and drafting one is generally more expensive than with a will.

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Structuring Revocable Living Trusts for Asset Protection | #fiduciary financial advisor for estate planning

Structuring Revocable Living Trusts for Asset Protection

Prepare for Open Enrollment
An estate plan, which includes documents such as a will and a healthcare directive, is important no matter your financial standing.

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Trusts and Estates California Lawyers Association | #financial advisor Valencia

Trusts and Estates California Lawyers Association

If you anticipate serious family disputes, will contests, or disinheritance challenges, you may need extra-protective planning with a specialist.

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5 hrs

Avoiding Probate: Strategies for Effective Estate Planning Goldstein Mauer PLLC

5 hrs

Finding the optimal level of guaranteed monthly income

5 hrs

Jody R King, JD, CPA Director of Wealth Planning

5 hrs

Structuring Revocable Living Trusts for Asset Protection

5 hrs

Trusts and Estates California Lawyers Association

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