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!
 
 

Five Essential Estate Planning Documents in Zip Code 95537

Five Essential Estate Planning Documents in Zip Code 95537


If you can begin to see death as an invisible, but friendly, companion on your life's journey gently reminding you not to wait until tomorrow to do what you mean to do- then you can learn to live your life rather than simply passing through it.
 
- Erich Lindemann


Estate planning is a form of financial protection for you, your family and your assets.

But Estate Planning can also be a source of disagreement among family members. In order to reduce family strife, proper estate planning should be done to make sure your desires regarding the family estate are legal and clear to avoid confusion and conflicts among the loved ones you left behind.

Important Estate Planning Documents

• The Advanced Health Care Directive. This document contains your healthcare preferences and is activated the moment you are no longer able to communicate your wishes. It will guide your family, doctors and other healthcare personnel as to the treatments you want or do not want. I also name the person who is authorized to make healthcare decisions on your behalf.

Power of Attorney for Asset Management. This document indicates the persons whom you trusted to handle your financial affairs. This can also indicate the areas of help that they can extend to you. This will help prevent conservatorship when you become incapacitated so completing this form is a must. Your agent can immediate act on your behalf as long as he or she has a durable power of attorney.

• HIPAA Release Form. The federal government passed a law that protects our health care information. This has made it difficult for family members to deal with health insurance when we are incapacitated. But completing the HIPAA release form in advance can make the accessing of your healthcare information easier for those you named in your health care directive or power of attorney. They will be the one to have to deal with the insurance matters on your behalf when you are no longer able to do so yourself.


• A Last Will and Testament. This is a common estate planning method to transfer properties to beneficiary after a person dies. Though it is inexpensive, a will undergoes a time and money consuming probate when the grantor dies. People with modest assets can be serve best by a Living Trust, but living trust can also need a will for additional coverage.

• A living trust. Confidentiality, less cost, flexibility and faster distribution are just some of the feature of a living trust. Large assets and properties placed in the trust can provide some estate tax benefits. One of the downsides of a trust is that it is quite expensive to create and maintain. Trust needs to be properly funded. All real estate property and other investments should be transferred to the trust. Conflicts in distributions can be avoided later if you properly document your trust, thus allowing the trustee to dispense the property as indicated in the living trust document. Family conflicts and disputes can be avoided after you are gone.


Taking advantage of the free previewing of various estate planning documents available at 12Law can help you choose the correct estate planning for your circumstances. This can ensure that the proper planning documents are utilized that can save your family from confusion and conflicts when you are gone.
 
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 Power of Attorney Create This Document
Page 1
Page 2
Page 3
Page 4
Page 5
Related Legal Services near Zip Code 95537
The Ochs Robert Law Office
4180 la Jolla Village Dr
La Jolla, CA 92037
(858) 623-9955
General Practice Attorneys, Attorneys
Gladstone Leslie Trustee
5785 La Jolla Blvd
La Jolla, CA 92037
(858) 454-9887
Bankruptcy Law Attorneys, Business Bankruptcy Law Attorneys, Attorneys
Leslie Gladstone Trustee
401 Via Del Norte
La Jolla, CA 92037
(858) 454-9887
Bankruptcy Law Attorneys, Bankruptcy Services, Attorneys
Watkins Firm, APC
4275 Executive Sq
La Jolla, CA 92037
(858) 939-9408
Attorneys
Thomas Gotfredson
7730 Herschel Ave Ste. G
La Jolla, CA 92037
(858) 454-9221
Attorneys, Legal Service Plans, Probate Law Attorneys, Wills, Trusts & Estate Planning Attorneys, Co
Legal Action Svc
PO Box 1686
La Mirada, CA 90637
(562) 902-9177
Attorneys Referral & Information Service
Lien On Us
2816 N Golden State Blvd
Madera, CA 93637
(559) 673-9062
Collection Law Attorneys
Ramirez Legal Document Assistance
3498 Kelsey Ln
Madera, CA 93637
(559) 661-8410
Paralegals, Legal Document Assistance
David Burnett Law Offices
17485 Monterey St # 202
Morgan Hill, CA 95037
(408) 779-8031
Personal Injury Law Attorneys, Attorneys, General Practice Attorneys
Aladdin Bail Bonds
511 W Yosemite Ave
Madera, CA 93637
(877) 765-7888
Bail Bonds, Criminal Law Attorneys, Bail Bond Referral Service, DUI & DWI Attorneys
Kalina & Kalina
327 E Redwood Ave
Fort Bragg, CA 95437
(707) 964-7749
Attorneys, General Practice Attorneys, Legal Service Plans
Brande & McCleary
5976 Falling Tree Ln
Rancho Cucamonga, CA 91737
(909) 980-7672
Attorneys, General Practice Attorneys
Thompson Terrance
250 Cherry Ln # 109
Manteca, CA 95337
(209) 239-7600
Attorneys,  Accident & Property Damage Attorneys,  Attorneys Referral & Information Service,  Genera
Pardue William J
275 Tennant Ave Ste 201
Morgan Hill, CA 95037
(408) 779-7072
Attorneys, Probate Law Attorneys, Legal Service Plans
Paul Debora A
411 North I St. Ste. B
Madera, CA 93637
(559) 673-6800
Family Law Attorneys, Legal Service Plans, Attorneys
Paul Deborah A
411 N I St
Madera, CA 93637
(559) 673-6800
Attorneys
Teresa Gorman
24361 El Toro Rd., Suite 260
Laguna Woods, CA 92637
(949) 830-6660
Probate Law Attorneys, Estate Planning, Probate, & Living Trusts, Attorneys
Napoleon Legal Consulting Inc
7825 Fay Ave # 200
La Jolla, CA 92037
(858) 488-6561
Attorneys Referral & Information Service, Attorneys Support & Service Bureaus
Attorney-At-Law
250 Cherry Ln Ste 108
Manteca, CA 95337
(209) 607-6353
Attorneys, Legal Service Plans
John A Garvin
1925 Howard Road Suite E
Madera, CA 93637
(559) 345-6124
Criminal Law Attorneys,  Family Law Attorneys,  Personal Injury Law Attorneys,  Bankruptcy Law Attor
Kronfeld Bart P
445 N McPherson St
Fort Bragg, CA 95437
(707) 964-6111
Attorneys, Legal Service Plans, Criminal Law Attorneys
Sharma Law Firm P
1020 Prospect St Ste 250
La Jolla, CA 92037
(888) 612-5990
Corporation & Partnership Law Attorneys, Attorneys, Legal Service Plans
Sineneng-Smith Evelyn
7825 Fay Ave
La Jolla, CA 92037
(858) 456-5507
Immigration Law Attorneys, Attorneys, Immigration & Naturalization Consultants
Courtney Kevin P
17415 Monterey St # 204
Morgan Hill, CA 95037
(408) 779-5101
Construction Law Attorneys, Attorneys
12Law.com   |  NASHVILLE, TN USA   |  CONTACT US