c. 2011 San Diego Real Estate Law |
 | |  | |  | |  |
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.
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 Recommended Reading: |
Estate and Trust
Planning
Planning
c. 2011 San Diego Real Estate Law |
| | | | | | |
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?
Go to Estate Planning Questionnaire
I want to schedule a review of my Will/Trust/Estate Plan
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?
Go to Estate Planning Questionnaire
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 Recommended Reading: |
Estate and Trust
Planning
Planning