Thursday, August 8, 2013

What's New for Estate Planning?

Attorney Lynn Dean
According to Lynn Dean, Principal Attorney at Dean & Watters, "Simple is better and now possible." But the bottom line is you still need a trust to avoid probate in California - court fees are now up to $1,300.  Make sure your assets are titled in the name of your trust.  And last, check all beneficiary designations (IRA's, 401Ks, insurance policies and annuities).  Generally, you do not want the trust to be the beneficiary on an IRA/401K.

Lynn Dean will be discussing Estate Planning at Edward Jones, 4021Woodcreek Oaks Blvd., #140, Roseville, CA on Tuesday, August 27 at 9:15 A.M.  Hosted by Andrew Chen, Financial Advisor, The Monthly Coffee Club Series Topic includes what's new in 2013.  This event requires reservation, contact the Branch Office Administrator, Judith Vergara 916.772.1085.

Find out more information on Estate Planning Resources by clicking the hyperlink. Ms. Dean says "it's complicated, and we make it easy!"