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Estate Planning

Overview

Revocable Living Trusts

Will Portfolio

Irrevocable Life Insurance Trusts

Special Needs Trusts

Charitable Remainder Trusts

Asset Protection

Overiew

Corporations

LLC's

Qualified Personal Residence Trusts

LTC Planning

Overview

Request Info

LTC/Medi-Cal Statistics

Paying for Long Term Care

FAQs

Disability and Financial Public Assistance

Legal Plan

Overview

Benefits

Similarity to Health Insurance

Facts

FAQs

Additional Services

Overview

Durable Power of Attorney

Advance Health Care Directive

Deed Preparation and Recording

Homestead Declaration

Small Estate Affidavit

Traveling Notary Service

Identity Theft Protection

DocuBank

Overview

Will Portfolio
  1. What is a Will?
  2. What are the requirements for a Will?
  3. What are the accepted forms of a Will under state law?
  4. Is a videotaped (filmed) Will valid?
  5. How can a Will be Revoked?
  6. Under what grounds are Wills usually challenged?
  7. What if you die without a Will?
  8. The price of dying Intestate

The Price of Dying Intestate

Suppose a husband has a wife and two minor children, if he were to die without a will, he would probably be shocked to learn that, in many states, his wife would only receive one-third of his probate property. The other two-thirds would go to the children under the intestacy laws.

Suppose a widow leaves two children, one healthy child and one with a physical handicap. A will could recognize the greater needs of the handicapped child, but the intestacy laws will treat the children equally.

Suppose that Aunt Martha would like a keepsake to go to her favorite niece. She can accomplish this by a Will, but the intestacy laws would not recognize Aunt Martha's intentions for specific assets.

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This publication is designed to provide accurate information in regard to the subject matter covered.  It is not intended to be relied upon for legal, accounting, tax or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


 
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