Скачать или смотреть ESTATE PLANNING Essentials: WILLS vs TRUSTS With Shane Barnard | San Francisco Bay Area CA Realtor

Are you thinking of moving to the San Francisco Bay Area California and want to ensure your assets are protected? Our latest video on estate planning essentials is a must-watch! Join me as I sit down with Shane Barnard, an experienced estate planning attorney, to explore the crucial differences between wills vs trusts. Shane breaks down why a will, although essential, often leads to probate—a process that can be both costly and public. In contrast, a trust skips probate, stays private, and transfers assets swiftly to your loved ones. We stress the importance of proactive estate planning, ensuring these critical documents are prepared and updated well before any crisis hits. Discover how understanding these elements can safeguard your legacy and provide peace of mind for you and your family. Don’t miss out on these valuable insights that could transform your approach to estate planning! Stay informed on the estate planning essentials you need to know! Explore the nuances of wills vs trusts with Shane Barnard in our expert-led discussion. Click on the video to become a savvy investor today!
If you’re thinking about moving to San Francisco Bay Area California be sure to give me a call, shoot me a text, send me an email, or schedule a Zoom call. I’d love to help you make a smooth move to San Francisco Bay Area California!
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00:00 - Intro to Estate Planning Essentials: Wills vs Trusts with Shane Barnard
00:24 - The Importance of Estate Planning in the San Francisco Bay Area California: Wills Trusts and Avoiding Probate
02:55 - Probate and Wills in the San Francisco Bay Area: Why the Process Takes Time and Money
05:01 - The Role of Wills in the San Francisco Bay Area: Executors Guardians and Probate
06:43 - Trusts vs Wills in California: Key Differences and Benefits
08:45 - Incapacity Planning in the San Francisco Bay Area: Avoiding Court-Appointed Conservatorship with Trusts Powers of Attorney and Health Care Directives
11:52 - Understanding Probate vs Trusts in California: Costs Benefits and Key Differences
15:21 - How Long Does It Take to Set Up a Trust in the San Francisco Bay Area and How Long Does It Last
17:40 - Wrap Up to Estate Planning Essentials: Wills vs Trusts with Shane Barnard
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