Estate Planning Lawyer Walnut Creek CA
Rex Crandell Firm is the right call if you need an Estate Planning Lawyer in Walnut Creek, CA
WHAT IS ESTATE PLANNING?
Ask an Estate Planning Lawyer!
The answer is not the same for everyone. Estate Planning always needs to address your particular circumstances and will vary from person to person. This is not a simple question and the answer will be different for everyone. Keep in mind the following information…
- Estate Planning can include a variety of strategies and documents depending on the amount of assets you have. For those with a lot of assets, you may need to use procedures to avoid or defer estate taxes.
- If you own real estate, you likely will need a revocable living trust to avoid probate.
- People who are just starting out in life and have not accumulated many assets yet, a simple will might be a viable option.
Ask an Estate Planning Lawyer Walnut Creek!
Is Estate Planning something that everyone should consider in their lifetime?
If you own a house or real estate in california you should have a trust, plain and simple. The reason is if you have over $166,250 in assets then your beneficiaries are going to have to do a probate to get the assets in their name. You’ll see in a lot of publications that the amount is $150,000. This amount was upgraded at the beginning of this year (2021).
Documents included in a Comprehensive Estate Plan
The four documents that are normally included in a comprehensive estate plan are a revocable trust, a pour-over will, a durable power of attorney for asset management and an advanced health care directive.
The first step in the Estate Planning process is to…
Click here to Download our free Estate Planning Organizer
Once you have downloaded the organizer then it is time to gather all the documents and information you will need. We recommend taking the time to list out ALL assets you own, both tangible and intangible. This includes vehicles, property, boats, gold, bank accounts, retirement accounts, investment accounts, etc.
ESTATE PLANNING RESOURCES & HELPFUL INFORMATION
Find helpful information below about the Estate Planning process and how we can help you!
Start the Estate Planning process now!
At what age should I consider estate planning?
Comprehensive Estate Planning Package Info
Do I need a Trust if I already have a Will?
Need Estate Plans for a modest estate?
Download our Estate Planning Organizer
Estate Administration Walnut Creek FAQs
Estate Planning Consultation Walnut Creek CA
How often should I review my Estate Plans?
Trust and Estate Administration in California
Do you have a question for an Estate Planning Lawyer in Walnut Creek, CA?
Call Rex Crandell Firm today at 925-934-6320 to find the answer you need
Our team will take the time to understand your unique situation and work with you directly through the entire estate planning process from start to finish!
