Estate Planning

Estate Planning with Your Aged Loved One

A Lifelong Process

Estate planning is a lifelong process in which you evaluate your situation and plan for the future. It includes planning for your retirement, for the possibility of disability, and for death. Our Seattle sister Funeral Consumer Alliance affiliate, People’s Memorial,  prepared this video on the topic.

Useful Estate Planning Tools

The estate planning process requires that you consider a wide range of legal, financial, emotional, and logistical issues. The California Probate Estate Planning  website provides details on how to avoid probate, reducing estate taxes, and more. 

Most people know about a Will but rarely do they know the requirements associated with a Will. “What You Need to Know about Wills in California” is an overview of what to consider when making a will written by one of our former Board of Directors.