Free Estate Planning Strategy Session for California Residents www.ocestateplanlawyer.com Everybody, no matter their level of wealth, needs certain estate planning documents. These are the four that are essential . One. A will to tell people where you want your property to go. Two. An advance healthcare directive to tell medical professionals your end of life decisions and also to nominate healthcare representatives to make decisions on your behalf in case you can't do it. Three. Financial power of attorney so that somebody can pay the bills. Remember it's always important to have alternates for all of these representatives that you choose. Four. Remember to name beneficiaries on all of your financial accounts. Bank accounts, investment accounts, retirement accounts, like 401(k), 457B, 403B, IRA. I create a state plans for families in California if you have any questions about this or anything else related to estate planning you can set up a time to meet with me for free by linking to my website from my TikTok profile. ##EstatePlanning##LivingTrust##FillThatBucket##Pevney##financialfreedom##orangecounty

Ver todos los episodios