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ESTATE PLANNING DEFINED
Your Estate is just a fancy word for all the 'stuff' you own while you're alive, such as your:
HOUSE, CAR, BANK ACCOUNTS, LIFE INSURANCE, JEWELRY,
RETIREMENT ACCOUNTS
So what happens when you die since you can't take your Estate with you?
Your Options:
(1) Create Your Own Valid Trusts & Estate Plan
(2) Do Nothing
You might think if you do nothing, you don't have an 'Estate Plan'.
False. You have a very specific Plan in place right now -- without ever signing a single document or paying a dime.
It's the 'Estate Plan' the State of CA automatically has in place for you.
(Spoiler alert: You do NOT want the State's Plan!)
Why Not?
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