For a Fee, Seeking Owners of Unclaimed Money
Estate planning requires knowing all of your assets, not only for your sake but your successor trustees. This article is a good reminder to make sure you have a detailed and current list of your assets.
Our clients complete a “client asset worksheet” to easily list their assets, by category, and discuss with their attorney what should be put into the living trust, or if it is a beneficiary designated account if the beneficiary should be changed. So once you have executed your living trust you have a current list of all your assets. It is also important to keep those assets updated, and titled or designated appropriately.
Mary S. Falk has devoted herself to providing her clients with the type of quality legal service she herself would seek from an attorney. Her focus on estate planning has stemmed from her firm belief in protecting her clients and their families from the devastating effects that often accompany disability and death. Mary received her Bachelor of Science in Special and Elementary School Education, and her Juris Doctor from Santa Clara University School of Law... Read More!
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