Monthly Archives: April 2015

People who are planning their estates often fail to plan for the possibility that they may become incapacitated due to an accident or illness. If a person does not include incapacity planning as a part of the overall estate plan, ... Read More

California residents who are over the age of 18 may want to consider writing a will. A will is a part of most estate plans, and without one, the state often decides how an individual’s assets are distributed after their ... Read More

California members of the Baby Boomer generation have traditionally been more concerned with maximizing income and planning for retirement than they have been with estate planning. However, as the boomers enter their sixth decade, it becomes more important to have ... Read More

Some California residents may benefit by choosing to purchase cash-value life insurance policies as a part of their overall estate plan. Those most likely to do so are people who already have enough assets for their own retirements, are older ... Read More

As part of their estate planning, California residents may want to leave portions of their assets to family and charity, but they may also want to go beyond those two categories. Estate tax exemptions are higher than they used to ... Read More