Estate planning is the arranging for the disposition and management of one's estate at death. This may be as simple as preparing a Will. It can also be as complicated as dealing with a plan to preserve assets from spend down for Medi-Cal, avoiding financial elder Abuse, or completing a Trust division after the death of the first spouse. Estate planning may also include an Irrevocable Trust or a Family Partnership for high net worth clients.
While most people can benefit from some type of estate planning, it is a very individualized process. Take our estate planning quiz to see how important estate planning is to your current situation.
Estate Planning Quiz