Local estate-planning education
A practical overview for Tarzana families.
Tarzana families may need to coordinate a residence, retirement assets, investments, and responsibilities to multiple generations. A living trust workshop provides an organized overview of the planning and administration process.
The Tarzana page focuses on the relationship among trusts, wills, beneficiary designations, powers of attorney, and health-care directives.
Topics especially relevant to this workshop
- Understanding what a revocable living trust does and does not do
- Funding the trust and reviewing property title
- Naming successor trustees and alternate agents
- Coordinating beneficiary designations with the written plan
- Updating documents after significant life changes