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 95019

Overview of Estate Planning in Zip Code 95019


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 95019
Concord Bankruptcy Center
2801 Concord Blvd
Concord, CA 94519
(925) 827-9900
Bankruptcy Law Attorneys,  Attorneys,  Legal Service Plans,  Bankruptcy Services
Cavanaugh Diana
2801 Concord Blvd
Concord, CA 94519
(925) 827-9900
Attorneys,  Bankruptcy Services,  Foreclosure Services,  Business Bankruptcy Law Attorneys,  Bankrup
Williams Terrence D
3031 W March Ln
Stockton, CA 95219
(209) 948-9751
Attorneys, Social Security & Disability Law Attorneys
Mark Thiel
3439 Brookside Rd
Stockton, CA 95219
(209) 951-9600
Attorneys, Criminal Law Attorneys, Tax Attorneys, Wills, Trusts & Estate Planning Attorneys, General
Michael & Cammack
3247 W March Ln Ste 120
Stockton, CA 95219
(209) 473-8787
General Practice Attorneys, Attorneys, Legal Service Plans
Star Legal Document Processing
1567 51st St
Sacramento, CA 95819
(916) 504-8501
Paralegals, Legal Document Assistance
Katherine Beshak
PO Box 191048
Sacramento, CA 95819
(916) 996-8361
Attorneys
Shore McKinley Conger & Scott LLP
3031 W March Ln
Stockton, CA 95219
(209) 477-8171
Attorneys,  Accident & Property Damage Attorneys,  Business Law Attorneys,  Wills, Trusts & Estate
Atkinson David B
3620 W Hammer Ln # C
Stockton, CA 95219
(209) 951-8143
General Practice Attorneys, Attorneys, Legal Service Plans
Sunderraj Vikranth
90 Great Oaks Blvd # 209
San Jose, CA 95119
(408) 229-8000
General Practice Attorneys, Attorneys
Elder & Berg Association Of Attorneys
3107 Clayton Rd
Concord, CA 94519
(925) 676-7991
Attorneys, Employee Benefits & Worker Compensation Attorneys, Social Security & Disability Law Att
Morris James M.
3031 W March Ln # 201
Stockton, CA 95219
(209) 474-7872
Attorneys, Legal Service Plans
Norton Michael R
7540 Shoreline Dr # J
Stockton, CA 95219
(209) 474-7788
Attorneys, Family Law Attorneys, Divorce Attorneys, Civil Litigation & Trial Law Attorneys, Legal Se
Attorneys Professional Insurance Services
3450 Clayton Rd
Concord, CA 94519
(925) 969-7728
General Practice Attorneys, Insurance, Attorneys
Cameron Law Office
6401 Elvas Ave
Sacramento, CA 95819
(916) 254-7305
Legal Service Plans, General Practice Attorneys, Attorneys, Guardianship Services, Probate Law Attor
Chandler Parker
1349 S Burnside Ave
Los Angeles, CA 90019
(323) 902-6889
Criminal Law Attorneys, Entertainment & Sports Law Attorneys, Civil Litigation & Trial Law Attorneys
Rita Holder
3101 Clayton Rd
Concord, CA 94519
(925) 825-6795
Divorce Attorneys, Attorneys, Legal Service Plans, Family Law Attorneys, Legal Clinics, Divorce Assi
Allen-Garibald, Shari L - Blewett & Allen Inc
3255 W March Ln
Stockton, CA 95219
(209) 466-6735
Attorneys, Tax Attorneys, Business Law Attorneys, Estate Planning Attorneys
Garibaldi Shari L
3255 W March Ln Suite 210
Stockton, CA 95219
(209) 466-6735
Attorneys,  Probate Law Attorneys,  Elder Law Attorneys,  Corporation & Partnership Law Attorneys,  
Rob L. Uriostegui
1275 Westchester Pl
Los Angeles, CA 90019
(323) 733-6555
Criminal Law Attorneys, Attorneys, Legal Clinics, Legal Service Plans
Paralegal Services By Ramirez
8655 Lake Ashmere Dr # 122
San Diego, CA 92119
(619) 713-6537
Paralegals
Downey Brands
3425 Brookside Rd
Stockton, CA 95219
(209) 473-6450
Bankruptcy Law Attorneys, Attorneys, Legal Service Plans
Rishwain Law Firm
3031 W March Ln Ste 112S
Stockton, CA 95219
(209) 227-6105
Attorneys,  Family Law Attorneys,  Divorce Attorneys,  Business Law Attorneys,  Personal Injury Law
The Rishwain Law Firm
3031 W March Ln
Stockton, CA 95219
(209) 227-6105
Attorneys,  Social Security & Disability Law Attorneys,  Automobile Accident Attorneys,  Accident &
12Law.com   |  NASHVILLE, TN USA   |  CONTACT US