Estate Planning Basics

Written by Patrick Ford | September, 2020

Patrick recently sat down with local San Diego attorney Teddy McNamara to discuss some common questions we hear from clients about their estate plans. Tune in as they discuss some estate planning basics including:

What are the basics of an estate plan?
What documents are involved in an estate plan?
Do I need an estate plan? / What do I need to have going on in life for an Estate Plan to apply?
When is a good time to have my estate plan updated? / How often should I have my estate plan updated?
What are some common estate plan mistakes?
What questions to ask your attorney about your estate plan?

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