Posts Tagged "estate plan review"

What is a Complete Estate Plan?

Posted on Mar 22, 2016 in San Diego Lawyer | Comments Off on What is a Complete Estate Plan?

What Is a Complete Estate Plan? Questions from Tuesday’s Word On Wealth radio show, Q: What is a “complete estate plan”? By referring to a “complete estate plan” I mean the documents used to create a complete estate plan are as follows: 1 – Revocable Living Trust 2 – Will 3 – Guardian Designation 4- Financial power of attorney 5 – Healthcare power of attorney 6 – Assignment of personal property 7 – Comprehensive transfer of property 8 – Deeds to transfer real property 9 – Certification of Trust Q: How...

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