Are you risking costly mistakes with your estate plan? Discover why updating your estate plan, particularly your Special Needs Trust, is crucial to protect your loved ones and assets. In this video, Gilfix Law delves into the complexities of estate planning and the significant implications of Prop 19 on California real estate and property taxes. Learn how an outdated living trust or improperly structured power of attorney could lead to unnecessary taxes and financial burdens. The video emphasizes the importance of a comprehensive plan that integrates your Special Needs Trust with other crucial documents like your advanced healthcare directive.
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CHAPTERS:
00:00 - Importance of Integrated Estate Planning
00:32 - Durable Power of Attorney Explained
01:04 - Advanced Healthcare Directive Overview
01:29 - Comprehensive Estate Planning Strategies
02:51 - Subscribe for More Estate Planning Tips
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
Special Needs Trusts: Are You Doing It Wrong?
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