12Law Arrow 12Law Arrow  Easy Questions  
12Law Arrow 12Law Arrow Instant Legal Documents
 
 
FINANCIAL & MARITAL

Cohabitation Agreement coming soon!
Separation Agreement coming soon!
No-Fault Divorce coming soon!
Bankruptcy coming soon!
 
 

Overview of Estate Planning in Zip Code 91328

Overview of Estate Planning in Zip Code 91328


Death is not a tragedy to the one who dies; to have wasted the life before that death, that is the tragedy.
 
- Orson Scott Card


Estate planning is the process of getting your affairs in order so that if you pass away unexpectedly, things will be much easier for your loved ones.

Estate Planning doesn't have to be hard or expensive or intimidating. Just a few simple steps: Catalog what you own, make a will and create a few legal documents (with the help of 12Law.com) and review the beneficiaries on your retirement accounts. For most Americans, there's no need to worry about estate taxes or fancy trusts.

Do it for your family. You will feel so much better knowing that you've taken care of them.

• Write a will. State in this document the properties you want your beneficiaries to inherit. You can also indicate the guardian for your young children if something happens to you and your partner.

• Select a guardian for your children. Children who will inherit any money or property from you should be designated with an adult guardian to oversee their affairs.

• Update beneficiaries on retirement accounts. You can transfer to your beneficiaries your stocks, bonds and brokerage accounts if you were able to register them. If you have a bank account and retirement plans, naming a beneficiary to these documents can automatically make these accounts "payable on death". This can avoid the probate process.

• Sign up for life insurance. It would be a good investment to get a life insurance if you owe significant amount of estate tax or debts, have young children, and own a house.

• Determine of you will owe estate taxes. Estates taxes will be impose by the government upon your death if your taxable estate is more than the inclusive limits set by law.


• Determine if a Living Trust is right for you. Property placed in the living trust can be distributed to their designated beneficiaries without undergoing probate which can be expensive and time consuming.

• Define your health care directives . You also need to plan out for your medical care by doing a medical declaration or Living Will that can indicate the treatments you want or do not want and Power of Attorney for health care that can assign a trusted person who will make medical decisions for you if you are unable to make it yourself.

• Create a financial power of attorney . If you become incapacitated, handling your affairs can be a problem but not if you have a durable power of attorney for finances. A trusted person you have chosen yourself will be handling your finances and property if that time comes. This trusted person is called an agent or attorney-in-fact.


• Provide for funeral expenses. Payable-on-death bank account can be more reliable and easier to set-up as compared a funeral prepayment plan. This will cover your funeral and other related expenses.

• Make the final arrangements. This document will indicate your wishes for organ and body donations and also the disposition of your body through burial or cremation.

• Define the Succession Plan for your business. Make plans if you own a business by having a successor. If you have a partner in business, have a buyout agreement.

• File all estate planning documents. The person you choose in your will to administer your properties should be given access to your important documents like:

1. will

2. trusts

3. information on bank accounts, mutual funds, and safe deposit boxes

4. information on retirement plans, 401(k) accounts, or IRAs

5. insurance policies

6. real estate deeds

7. certificates for stocks, bonds, annuities

8. Information on debts: credit cards, mortgages and loans, utilities, and unpaid taxes

9. Information on funeral prepayment plans, and any final arrangements instructions you have made.

 
Personalize & Print a Free CA Last Will Create This Document
Page 1
Page 2
Page 3
Page 4
Page 5
Page 6
Page 7
Page 8
Page 9
Page 10
 
Personalize & Print a Free CA Living Trust Create This Document
Page 1
Page 2
Page 3
Page 4
Page 5
Page 6
Page 7
Page 8
Page 9
Page 10
Page 11
Page 12
Page 13
Page 14
Page 15
Page 16
Related Legal Services near Zip Code 91328
Action Resources
1119 S Mission Rd
Fallbrook, CA 92028
(818) 999-9990
Employee Benefits & Worker Compensation Attorneys, Attorneys, Legal Service Plans, Labor & Employmen
Berge & Berge LLP Law Offices
1101 S Winchester Blvd
San Jose, CA 95128
(408) 985-9918
General Practice Attorneys, Attorneys, Legal Service Plans
Mackenzie Land Law
330 Wall St
Chico, CA 95928
(530) 895-9902
Real Estate Attorneys, Attorneys, General Practice Attorneys
Elliot Zarabi
1776 North Highland Ave.
Hollywood, CA 90028
(818) 478-9895
Criminal Law Attorneys,  Workers Compensation Assistance,  Immigration Law Attorneys,  Landlord & Te
Mc Lean Roger
3031 Tisch Way # 125
San Jose, CA 95128
(408) 553-9810
Employee Benefits & Worker Compensation Attorneys, Attorneys
Affordable Divorce Services
950 S Bascom Ave #1113
San Jose, CA 95128
(408) 885-9795
Paralegals, Divorce Assistance, Legal Document Assistance
Priority One Legal Document Services
950 S Bascom Ave #1113
San Jose, CA 95128
(408) 885-9795
Bankruptcy Services,  Legal Clinics,  Attorneys,  Family Law Attorneys,  Divorce Assistance,  Parale
Bhakhri Ashwani
8245 Florin Rd
Sacramento, CA 95828
(916) 379-9700
Immigration Law Attorneys, Attorneys, General Practice Attorneys
Sachse James & Lopardo Attys
205 W Alvarado St
Fallbrook, CA 92028
(760) 728-9648
General Practice Attorneys, Attorneys, Legal Service Plans
Siles & Foster
2064 Talbert Dr
Chico, CA 95928
(530) 898-9600
Social Security Consultants & Representatives,  Attorneys,  Employment Opportunities,  Insurance,  W
William G Apger
901 Bruce Rd
Chico, CA 95928
(530) 899-9575
Estate Planning Attorneys,  Probate Law Attorneys,  Attorneys,  Real Estate Attorneys,  Wills, Trus
Apger William G
426 Broadway St
Chico, CA 95928
(530) 899-9575
Attorneys
Attorney Alternative
1295 N Wishon Ave # 7
Fresno, CA 93728
(559) 389-9441
Paralegals
Glazebrook Jerry
9833 Fair Oaks Blvd
Fair Oaks, CA 95628
(916) 966-9363
Attorneys, Family Law Attorneys, Divorce Assistance, Legal Service Plans, General Practice Attorneys
Susan Dodds
4095 Bridge Street
Fair Oaks, CA 95628
(916) 962-9297
Bankruptcy Law Attorneys, DUI & DWI Attorneys, Attorneys
Landrum and Company
560 S Winchester BLVD
San Jose, CA 95128
(408) 246-9100
Attorneys Support & Service Bureaus
Frazier Jeffery D
3130 Alpine Rd Ste 288
Portola Valley, CA 94028
(650) 389-9067
Attorneys Referral & Information Service, Arbitration Services, Attorneys
Jeffery D F M
3130 Alpine Rd Ste 288
Portola Valley, CA 94028
(650) 389-9067
Attorneys Referral & Information Service, Arbitration Services, Attorneys
Windell Ferguson & Lin
2061 Clarmar Way
San Jose, CA 95128
(650) 348-9005
Attorneys, General Practice Attorneys, Legal Service Plans
Banks David Atty-At-Law
901 Bruce Rd Suite 260
Chico, CA 95928
(530) 892-8887
Divorce Attorneys,  Child Custody Attorneys,  Attorneys,  Family Law Attorneys
Chubb Heather R
4332 Illinois Ave
Fair Oaks, CA 95628
(916) 966-8829
Attorneys
Attorney Carolyn Chan
2485 Notre Dame Blvd.
Chico, CA 95928
(530) 359-8810
Divorce Attorneys, Criminal Law Attorneys
Jodea Foster
539 Flume St (Suite 200)
Chico, CA 95928
(530) 894-8650
Attorneys
Tochterman Alan D
341 Broadway St
Chico, CA 95928
(530) 895-8604
Attorneys, Legal Service Plans
12Law.com   |  NASHVILLE, TN USA   |  CONTACT US