Young Families Need Savvy Estate Planning Too!

Do you have a guardian set up for your child if anything happens to you? Do you have a trustee for your estate? Do you have a complete estate plan in place that includes a durable power of attorney and an advanced healthcare directive? Young families in particular need to consider these questions when planning their estate which is why you should speak with a California estate planning attorney as soon as possible to put a plan in place that will protect both your children and your assets.

With that in mind, some of the topics we’ll discuss in this legal webinar include:

  • The Importance of guardianship
  • Guardian of a Person vs. Guardian of Estate
  • Appointing a guardian in a different state
  • Guardianship over estate
  • Choosing a fiscally responsible person
  • Continuing trusts
  • Special needs trusts
  • Tax planning
  • Trust protectors
  • Blended families
  • Community property vs. separate property
  • Commingling assets
  • Durable power of attorney
  • Advanced healthcare directive
  • POLST Forms
  • Living Wills
  • IRAs Retirement plans
  • The Secure Act
  • IRA Legacy trust
  • Life insurance

This is a part of estate planning about which you cannot procrastinate–even if you’re a young family! Speak to an estate planning attorney today to learn how to protect your family if anything happens to you!

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Young Families Need Savvy Estate Planning Too!