California Estate Planning
- Are you trying to figure out the best way to set up your estate plan in California?
- Are you wondering whether you need a will or trust in California?
- What type of estate plan works best for you?
Are you trying to figure out the best way to set up your estate plan in California? What will work best for you and your family will depend upon a number of factors. Some of these factors include:
- Are you married, widowed, or single?
- If married, is this your first or a later marriage?
- Do you have children? From this marriage or a prior relationship?
- Do you have minor children or are they grown adults?
- Do you own or do you rent your home
All of these factors and more need to be taken into account with your estate plan.
Look below to see which type of situation you are in:
- Married with children under the age of 18 and all children are from you and your spouse.
- You need to provide for your spouse if something happens to you and then any remaining assets after both of you pass away would go to your children
Common secondary goals:
- Providing a gift to a charity or religious organization
- Providing for the grandchildren
One or more children may have special needs or concerns.