San Jose Top 10 Estate Planning Questions

San Jose Estate Planning attorneys know that when you start the process, you will likely have a lot of questions. 

Here are ten common estate planning questions that people we meet with:

  1.   What is an estate plan and why do I need one?
  2.   What happens to my assets if I don’t have a trust?
  3.   How do I choose a trustee for my estate?
  4.   Do I need an advance health care directive? 
  5.   How do I set up a trust in San Jose?
  6.   What is a durable power of attorney and do I need one?
  7.   What is a pour-over will and do I need one?
  8.   How do I choose a guardian for my minor children?
  9.   What is long-term care planning and how do I prepare for it?
  10. How do I minimize estate taxes in San Jose?

It’s important to note that estate planning can be a complex process, and the specific questions and considerations will depend on an individual’s unique circumstances. To get started on your estate planning journey today, and to begin answering the top 10 estate planning questions, go to https://www.copenbarger.com/video-library/ and watch “Preparing for Your Estate Planning Initial Consultation” and then call your San Jose Estate Planning attorney at  (800) 244- 8814.

If you have any further questions about estate planning and strategies to shield your wealth, or if you’d like to have your current asset protection plan reviewed to make sure it still meets your needs, please contact us at one of our offices located throughout the state of California 800-244-8814 to set up a consultation.

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529 plan changes 2024

529 plan changes 2024

Copenbarger & Copenbarger LLP

(800) 244-8814

Located in California, the law firm of Copenbarger & Copenbarger LLP represents clients throughout California, including, but not limited to the cities of Sacramento, San Jose, Santa Cruz, Pasadena, Santa Ana, Temecula, San Diego, Riverside, Bakersfield, and Borrego .

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