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Home Estate Planning
Estate Planning - Lawyer - San Diego - Irvine
Article Index
Estate Planning
What is estate Planning?
What is involved in estate planning?
Who needs estate planning?
What is included in my estate?
What is a will?
What is a revocable living trust?
What is probate?
To whom should I leave my assets?
Whom Should I name as my executor or trustee?
How should I provide for my minor children?
When does estate planning involve tax planning?
How does the way in which I hold title make a difference?
What are other methods of leaving property?
What if I become unable to care for myself?
Who should help me with my estate planning documents?
Should I beware of someone who is a
What are the costs involved in estate planning?
All Pages

What are other methods of leaving property?

A number of assets are transferred at death by beneficiary designation, such as:

  • Life insurance proceeds
  • Qualified or non-qualified retirement plans, including 401 (k) plans and IRAs
  • Certain "trustee" bank accounts "Transfer on death" (or " TOD ") securities accounts "Pay on death" (or "POD, assets, a common title on U.S. savings bonds These beneficiary designations must be carefully coordinated with your overall estate plan. Your will does not govern the distribution of these assets.