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9. Other Documents You Need

This is part 9 in my series, Estate Planning – What You Need to Know. Part 9 - Other Documents You Need. Pour-Over Will When you create a revocable living trust as the central piece of your estate plan, you should also include a pour-over will. A revocable living trust only controls property that you have transferred to it. If you die without transferring your property to the trust, such as real…

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3. What if You Don’t Have an Estate Plan?

Here is Part 3 of my series, Estate Planning - What You Need to Know. What if You Don't Have an Estate Plan? Simply put, if you don’t have a will or a revocable living trust, then when you die, your assets will go according to state law found in the probate code. If you live in California it goes like this: if you are married, your assets will go to your…

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1. What is an Estate Plan?

In the next two weeks, I will publish my new series entitled, Estate Planning - What You Need to Know. Here is part 1. 1. What is an Estate Plan? An estate plan is a set of legal documents that allows certain things to happen when you die or if you can no longer manage your affairs. If you have young children, it names the Guardians you want to raise your children…

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