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March 2015 Archives

Estate plans should be personalized to fit your circumstances

In our previous post, we discussed some of the items that shouldn't be included in wills. To some of our California readers, that might have seemed kind of odd since we have often said that a will is a legal way to let your loved ones know who gets what when you pass away. As we discussed, items like retirement accounts, bank accounts and insurance policies might have a beneficiary or payable on death designation. That is the reason why those assets can't be included in a will.

Estate planning tip: Items that can't be included in a will

When you are making your estate plan, you likely want to plan for anything that might happen in your final days and after you are gone. One way that you can do this is by making a will. While many of our California readers might think that a will is an everything-but-the-kitchen-sink document, that isn't true. There are several items that can't be included in a will.

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