Are you concerned about securing your future and protecting your assets after a serious diagnosis? Gilfix Law is here to guide you through the essential steps of estate planning, focusing on “The Big 3 Documents You Need for a Secure Future.” This video provides an invaluable overview of the crucial documents that everyone should have: a Revocable Living Trust, a Durable Power of Attorney for Finances, and an Advanced Healthcare Directive. Each plays a pivotal role in ensuring your wishes are respected and your family is safeguarded, especially in light of property laws, Prop 19 implications, and potential changes in California real estate and estate planning.
Discover why updating these documents is critical, especially after a serious medical diagnosis, and how a Family Protection Trust can further secure your legacy for future generations. Learn the stark differences between a trust and a will, and why the former is a more efficient, private, and cost-effective solution for asset management and distribution. Plus, understand the importance of a Durable Power of Attorney for seamless financial management and an Advanced Healthcare Directive for medical decision-making in challenging times.
CHAPTERS:
0:00 – Essential Estate Planning Documents
0:39 – Trust vs Will: Estate Planning Essentials
3:12 – Understanding Power of Attorney
6:00 – Advance Healthcare Directive Explained
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
This video is presented for educational purposes only. It is not meant to provide legal advice. For us to provide you with legal advice, we need to meet with you to understand your specific issues.
To make an appointment, call us at 650-493-8070 or visit our website: www.gilfix.com
source
