Just when it seems like you thought of everything when it comes to creating your Anaheim estate plan, you remember (or purchase) your vacation home.
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While having an estate plan is often something maturing adults focus on, it is important for young people to take time to establish an estate plan now to protect their interests.
Your vacation property may have been a place where memories were created for your children, and they may wish to continue those traditions for years to come. Make sure you include them in your estate plan.
One of the advantages of creating a trust can give you the security to know what will happen in the future. Contact us today
There are times when you might choose to make your trust as a beneficiary of retirement assets. Continue reading or call today to discuss your estate plan.
Do you worry about estate taxes and protecting your family from spending most of the inheritance you saved for them on probate. Contact us today to help you find the right estate plan for your needs.