Estate Planning Q&A

Get answers to questions like;

What is an estate plan?
I own a house worth $800,000. I was told that when I die that house will go to Probate unless I have a trust. Why can’t I just transfer the house to my child now before I die?
My mother is elderly, and it’s becoming difficult for her to manage her affairs. What do I need to act for her?
Will a trust protect my house from Medi-Cal claims when I die if I later need long-term care?
My wife and I set up our trust in 2007. How often should we have our estate plan reviewed?
My husband and I have children from a prior marriage. We are concerned that if one of us dies, the other will have the ability to give away my assets to their own children, cutting out my own kids. What options do we have to avoid this?
My child is married, and I have concerns about his spouse. What things can be done to protect the assets I’m leaving him?
Will I need to update my trust each time my assets change?

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Q&A Replay:

Estate Planning

Crystal Oculee

Nicholas Montalto, Esq.