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 95269

Overview of Estate Planning in Zip Code 95269


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 95269
Bustillos Michael Luis
225 N Las Posas Rd
San Marcos, CA 92069
(760) 439-9800
Attorneys
Linde Law Firm
9000 W Sunset Blvd Ste 1025
West Hollywood, CA 90069
(310) 203-9333
General Practice Attorneys, Attorneys, Legal Service Plans
Apex Lien Service
5660 Skyway
Paradise, CA 95969
(530) 876-8300
Collection Law Attorneys
Keith E Cooper Esq
8721 Santa Monica Blvd #706
West Hollywood, CA 90069
(323) 786-8061
Entertainment & Sports Law Attorneys, Corporation & Partnership Law Attorneys, Real Estate Attorneys
David P Rudich David P Rudich Law Offices
9255 W Sunset Blvd Ste 803
West Hollywood, CA 90069
(310) 550-8020
General Practice Attorneys, Attorneys
Total Attorneys - Divorce
PO Box 273879
West Hollywood, CA 90069
(424) 238-7721
Divorce Attorneys, Attorneys, Family Law Attorneys, Legal Service Plans
Skay Jacqueline M
100 E San Marcos Blvd
San Marcos, CA 92069
(760) 745-7576
Attorneys,  Estate Planning, Probate, & Living Trusts,  Financial Services,  Wills, Trusts & Esta
Duran Loquvam & Robertson
9000 W Sunset Blvd
West Hollywood, CA 90069
(310) 724-7377
Attorneys, General Practice Attorneys, Legal Service Plans
Chang & Diamond APC
100 E San Marcos Blvd
San Marcos, CA 92069
(619) 233-6300
Attorneys,  Business Bankruptcy Law Attorneys,  Collection Law Attorneys,  Bankruptcy Law Attorneys
Dehoff Kevin
12775 Steiner Rd
Plymouth, CA 95669
(209) 256-6292
Attorneys
Frank Amador, Attorney
8721 Santa Monica Blvd #658
West Hollywood, CA 90069
(213) 840-6023
Accident & Property Damage Attorneys,  Civil Litigation & Trial Law Attorneys,  Criminal Law Attorne
Bustarde Law
100 E San Marcos Blvd Suite 400
San Marcos, CA 92069
(760) 510-5905
Business Litigation Attorneys, Civil Litigation & Trial Law Attorneys, Landlord & Tenant Attorneys,
People's Paralegal Svc
635 N Twin Oaks Valley Rd
San Marcos, CA 92069
(760) 471-5573
Paralegals
Disability Help Center
277 Rancheros Drive
San Marcos, CA 92069
(760) 798-4461
Disability Services,  Legal Document Assistance,  Social Security Consultants & Representatives,  At
Sargent Law Firm
100 E San Marcos Blvd
San Marcos, CA 92069
(760) 933-4391
Personal Injury Law Attorneys
AAA Attorney Service Inc.
4122 E Chapman Ave
Orange, CA 92869
(714) 633-4167
Attorneys Support & Service Bureaus,  Legal Service Plans,  Attorneys,  Paralegals,  Process Servers
Bailey Myra
5778 Almond St
Paradise, CA 95969
(530) 877-3855
Mediation Services,  Probate Law Attorneys,  Adoption Law Attorneys,  Guardianship Services,  Attorn
Baker Thomas E
722 Fir St
Paradise, CA 95969
(530) 872-3515
Attorneys,  Legal Service Plans,  Probate Law Attorneys,  Estate Planning, Probate, & Living Trust
Financial Relief Legal Advocates Inc.
1047 Antonio Cir.
Orange, CA 92869
(714) 319-3446
Bankruptcy Law Attorneys
The Reeves Law Group - Personal Injury Lawyers
100 E. San Marcos Blvd.
San Marcos, CA 92069
(760) 992-3346
Personal Injury Law Attorneys, Attorneys, Traffic Law Attorneys
Kesluk Brian S
9255 W Sunset Blvd # 411
West Hollywood, CA 90069
(310) 273-3180
General Practice Attorneys, Attorneys, Legal Service Plans
Zev Rubinstein Law Office
100 E San Marcos Blvd # 400
San Marcos, CA 92069
(760) 804-2790
Attorneys Referral & Information Service, Attorneys
Cavalluzzi & Cavalluzzi
9200 W Sunset Blvd Suite 807
West Hollywood, CA 90069
(310) 246-2601
Attorneys,  Criminal Law Attorneys,  Family Law Attorneys,  Divorce Attorneys,  Personal Injury Law
Jury Insight
9220 W Sunset Blvd
West Hollywood, CA 90069
(310) 860-2600
Civil Litigation & Trial Law Attorneys, Legal Clinics, Legal Service Plans
12Law.com   |  NASHVILLE, TN USA   |  CONTACT US