|
Estate Planning Literature
The following literature is
provided free of charge. Please fill out the
form at the bottom of this page to make your
request(s). - A No-Nonsense Guide to Estate
Planning
What are some of the questions you should
consider when you are interviewing an attorney to prepare your
estate plan? For example: - How long has the attorney been practicing in the areas of
probate, trusts, and estate planning
law?
- What kind of "customization" will your attorney provide for your
plan - is [s]he trying to fit a square peg into a round hole, or
can you make provisions for the situations that are important
to you (for example, difficult family relationships, troubled
children, unique assets,
etc.)?
- How does the attorney determine his/her
fee?
Write for this free guide
and find out what other questions you should ask your prospective
attorney
What Can A Certified Estate Planning, Trust, and
Probate Law Specialist Do for You?
Published by the California State Bar
Board of Legal Specialization
Over 100,000 attorneys are currently licensed
to practice law in California. Less than 5,000 are certified as
specialists in estate planning, trusts, and probate law. This
booklet explains some of the reasons you might want to choose a
Certified Specialist to prepare your estate
plan.
- A Personal Guide for my Family and
Loved Ones
A booklet providing some
important information that your loved ones will need at the time of
your death or disability
Do your loved ones know your mother's maiden
name, where you were born, your computer (and other) passwords, who
should take care of your pets, the names of people to be notified
immediately following your death, your memorial preferences,
etc.? Providing this information in an easily accessible
booklet is a tremendous gift that will help reduce their anxiety at
a time of great stress and grief.
- Understanding Living
Trusts®
Avoid Probate, Save Taxes, and
More
Just about everyone needs this brochure,
regardless of the size of your estate. Select this one.
- Understanding Estate
Taxes
Strategies to Reduce/Eliminate your Estate
Taxes
For estates valued at more than
$1,500,000.
- Understanding Life Insurance
Trusts
How To Reduce Or Eliminate Your Estate Tax
Cost
For estates valued at more than
$1,500,000.
- Understanding The Duties &
Responsibilities of a Successor Trustee
What You Will Need To Do At The Grantor's
Incapacity And/or Death
- Understanding Funding Your Living
Trust
Why and How to Transfer Your Assets To
Your Revocable Living Trust
When you are finished, click
the 'Submit' button to send us your message. You will see a
confirmation below.
|
 |
|
|
|
 |
