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Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power of Attorney. 0:20 “What type of estate plan do you need? That depends on what type of assets you have.” 0:25 “If you’re younger and have liquid assets of less than $150,000, chances are that a simple Will will suffice. 0:50 “If you’re married, have kids, own a piece of property and/or have liquid assets of $150,000 here in the state of California, you likely need to have what’s called a living trust established.” 1:48 “The last two documents that everybody needs, regardless of the size of the assets you have, are Financial Powers of Attorney and Healthcare Power of Attorney." Subscribe to our YouTube channel for more Questions of the Week. http://purefinancial.com IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. As rules and regulations change, content may become outdated. • Intended for educational purposes only and are not intended as individualized advice or a guarantee that you will achieve a desired result. Before implementing any strategies discussed you should consult your tax and financial advisors. Ask Pure