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Posts tagged "wills"

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.

Each aspect of an estate plan requires considerable knowledge

Planning for what will happen during your last days on Earth and beyond is something that most people don't want to have to think about. Taking care of these matters, however, is something that is best done as soon as possible since you never know when your time on Earth will end. There are many aspects that have to be considered when creating an estate plan.

Including advance health care directives in your estate plan

Most people use the terms “will” and “estate plan” interchangeably, but a will is just one of the important documents included in a comprehensive estate plan. As the Baby Boomer generation ages and nears retirement, there has been a growing awareness about planning for medical care and making important medical decisions near the end of life.

Include family heirlooms, personal keepsakes in estate plans

Many Silicon Valley residents think that estate planning is all about passing on their financial assets. It is true that wills and trusts are tools that allow California residents to plan for the distribution of their financial estates after they are gone. However, estate planning also allows people to make intentional decisions about passing down family keepsakes and items of sentimental value. This is a very important piece of estate planning, as most Americans are actually more interested in heirlooms than money.

Man seek's spousal share of same-sex partner's estate

When the U.S. Supreme Court declined to issue a ruling on "Proposition 8" earlier this summer, that decision effectively reinstated the right for same-sex couples to marry in California. Because gay marriage is relatively new, people in same-sex relationships sometimes fail to attend to marriage-related business, including estate planning.

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