Estate Plan Assessment – Find The Right Plan For You!

*'Merged' refers to assets held in both your and your spouse's name.

*'Real Estate' refers to real property that you own such as a home, land, condo, or apartment.

*Beneficiary: any person or entity who is named by contract to inherit the asset on your death. Some examples of assets that typically name a beneficiary include life insurance, retirement accounts, employee benefits, pay-on-death bank accounts, and trusts.

*Community property refers to property that was earned during the marriage, including an increase in the value of homes and businesses. *Separate property refers to property that was acquired before the marriage or inherited and kept separate.

Based on your selection in #4, we stongly suggest you speak with an attorney before proceeding with a complete estate plan.*

Estate planning laws vary from state to state. The documents on this site are only appropriate for current California residents. Back to homepage

Post your comments here

Your email address will not be published. Required fields are marked *