Brian D. Russ is Yolo County’s estate planning attorney. Call today (916) 750-5155 to get started on your will and trust.
People ask me all the time, “How can my spouse and I make sure our kids get all of our property and money?” The best way to move your property and cash to your kids is through a pour-over will and living trust. Moving your home and other significant assets into a living trust ensures that your estate avoids probate once you pass away.
To maximize your protection, I recommend following BDR’s Four-Part Plan, a package that protects you and your family upon your death and incapacity. BDR’s Four-Part Plan includes:
- Living Trust (including a trust transfer deed for one real property)
- Pour-Over Will
- Durable Power of Attorney
- Advanced Health Care Directive
When making your estate plan, it’s simply not enough to have just a will or just a trust. You need to ensure your documents are comprehensive and cohesive. I recommend to everyone to start their estate plan with BDR’s Four-Part Plan.
BDR’s Four-Part Plan includes a living trust to ensure your loved ones avoid probate, a pour-over will to ensure your assets are distributed according to the terms of the trust, and a durable power of attorney and advanced health care directive to ensure your wishes are met in the event you become incapacitated.
BDR’s Four-Part Plan is a fixed-price package of $1,500 for a single person, and $2,000 for a couple.
Complete the form below and we’ll reach out to start YOUR PLAN: