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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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How to Amend Estate Plan After Death

Believe it or not, an estate plan can be amended after death. Huh? This is not about conjuring someone up from the dead. It's about a Disclaimer. If you are a beneficiary of someone's estate, you can say "Thanks, but no thanks," and your inheritance can skip you and go to your children. This is called a disclaimer. A disclaimer must be in writing signed and notarized by you within nine months…

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Supercharge Your Living Trust for FREE

The main reason you establish a living trust is to make things easy for your loved ones. There is one thing you can do to make sure things go easy, and it's free. What is it? Make a list of your assets and place the list in your estate planning binder. This should only take about 30 minutes to prepare. When we meet with a client to do the trust administration when…

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