c. 2011 San Diego Real Estate Law
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Do you need to Review your Will/Trust and
Estate Plan with an attorney?
You may need to review your will and trust if you have
experienced either a change in your Family Status or a
significant change in your Financial Status.
Changes affecting Family
1. Marriage
2. Divorce, Separation, Death of Spouse
3. Long Term Relationships
4. Birth, Adoption, Maturity, Marriage, Divorce of Children
and Grandchildren
5. Death in the Family or Beneficiaries
6. Serious Illness, Incapacity of Spouse, Child, or Beneficiary
7. Significant changes in relationship to beneficiary
8. Change of residency to another state or country
9. Change of Trustee
Changes of Financial Status
1. Significant changes in income, net worth, or assets
2. Disposal of assets in the will or trust
3. Change in employment
4. Change in business interests - partnerships,
corporations
5. Acquisition or disposal of property
6. Retirement
What are the goals for my Estate Plan?
I want to schedule a review of my Will/Trust/Estate
Plan.
Free Consultation Call us Now M-F 9 a.m. - 5 p.m. 619.322.5695
Email Us
Mailing Address 7040 Avenida Encinas Suite 104-285 Carlsbad, CA 92011
RecommendedReadin g:
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Estate and Trust
Planning
c. 2017 San Diego Real Estate Law
|
Call us Now M-F 9 a.m. - 5 p.m. (619) 322-5695
Email Us
Mailing Address 7040 Avenida Encinas Suite 104-285 Carlsbad, CA 92011
|
California Estate
Planning with a
Revocable Living
Trust
We serve the San Diego and Orange County Communities of La Jolla, UTC, Pacific Beach, Ocean Beach, Carmel Valley, Del Mar, Carlsbad,
Encinitas, Leucadia, Rancho Santa Fe, HillCrest, North Park, El Cajon, Lemon Grove, College Area, Sorrento Valley, Solana Beach, Oceanside,
Vista, Poway, Rancho Bernardo, Rancho Penasquitos, Scripps Ranch, Vista, Escondido, San Marcos, San Clemente, Laguna Niguel, Newport
Beach, Huntington Beach, Irvine, Mission Viejo, Laguna.