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
- HIPAA
- 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!
