Do you ever worry about who will help manage your assets and affairs should your family be struck with death or incapacitation? Have you thought about consolidating everyone’s contact information on a single document?
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While wills are common, and often talked about, Californians should turn to trusts for smoother, faster, and ultimately more cost-effective estate planning. Here's five reasons a trust is often the wiser choice:
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Modern estate planning deserves some respect and attention; it’s so much more than “who gets your bucket when you kick it?”
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Seniors are often targeted because they tend to be trusting and polite. They also usually have financial savings, own a home, and have good credit—all of which make them attractive to scammers.
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We tend to talk with our clients about “creating a financial plan” on a regular basis. But in truth, everyone already has financial plan, full of default choices. Deciding to create a personal financial plan is really choosing to opt-out of the defaults.
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