My question involves estate proceedings in the state of: CA
I have ToD for my real estates. I have PoD for my liquid accounts. I have beneficiaries listed for my retirement accounts. I think I have all my basis covered. I don’t own a business. Just a single income W2 earner with a family. All these vehicles bypass probate when I die.
Do I still need a living trust? Maybe I’m missing something.
I have ToD for my real estates. I have PoD for my liquid accounts. I have beneficiaries listed for my retirement accounts. I think I have all my basis covered. I don’t own a business. Just a single income W2 earner with a family. All these vehicles bypass probate when I die.
Do I still need a living trust? Maybe I’m missing something.
Trusts: Do I Need a Trust
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