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What Is Estate Planning?

Estate Planning for California Residents, Chapter 1

Estate planning is a lifelong process in which you evaluate your situation and plan for the future. It includes planning for your retirement, for the possibility of disability, and for death. The estate planning process requires that you consider a wide range of legal, financial, emotional, and logistical issues.

Estate planning can be a positive experience, since it involves reviewing your situation and planning for your future. Although most people also find it unpleasant to think about the possibility of disability or death, advance planning is also a way to show your love and to reduce potential distress later.

Because every person's situation is unique, there is no single "checklist" to follow for estate planning. As an estate-planning attorney, I wrote this booklet to address legal questions that my clients frequently raise when talking to me. However, proper estate planning also includes financial planning, which is not discussed in this booklet. Financial planners, accountants, and insurance agents can help you identify other estate planning issues not addressed in this booklet.


"The future is called perhaps,' which is the only possible thing to call the future. And the only important thing is not to allow that to scare you." Tennessee Williams
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