Not sure what to do when your spouse dies? Navigate through the estate planning essentials & learn strategies to help secure your financial future. 👉 Book a Call at www.cunningham... for trust administration, estate planning, and information on living trusts.
Did you know, in most circumstances in 2023, you need to lodge a will within 30 days of your spouse's death and begin the probate process within 60 days? This is why you need to meet early with your estate planning attorney. We'll explain how to take advantage of taxation benefits available to widows and the importance of filing for portability. Navigating through these legal and financial processes may seem overwhelming, but our goal is to make it manageable for you. Remember, seeing an estate planning lawyer is a must to ensure all steps are correctly followed.
👉 Book a Call at www.cunningham... to learn how to make a living trust, avoid California estate tax, and talk to a family trust lawyer.
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CONTACT us at www.cunningham... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California.
WEBSITE: www.Cunningham... for California Estate Planning information
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PHONE: 1-866-988-3956 for a consultation on a California Living Trust!
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18 окт 2023