One common misconception is that a will is the only document needed for an estate plan. However, a comprehensive estate plan includes multiple devices that perform separate and distinct functions. Estate plans are as unique as the people they concern. However, certain...
Estate Planning
What is the Difference Between Having a Will and Estate Planning?
When it comes to preparing for the future, many people think having a “simple will” is enough. However, sometimes complicated and time-sensitive issues can arise in this area that can’t be addressed by a will. The good news is that you can help make sure everything is...
What can you do to minimize inheritance conflict among your kids?
When you have more than one child, you may need to take extra time when creating your California estate plan to help ensure the decisions you make do not create conflict among your children. Inheritance disputes often take a lot of time and money. They also have the...
Lessons from Stan Lee’s Estate
In November of 2018, the Marvel universe lost its former publisher and chairman Stan Lee. Lee, the co-creator of legendary comic book superheroes such as Spider-Man, the Incredible Hulk, Iron Man, and Black Panther, passed away at 95 after battling a year-long...
How do I Plan for My California Estate During the Pandemic? (List)
The coronavirus pandemic has changed the way that Californians are managing fundamental aspects of their lives. Since COVID-19 has become a global health concern, citizens have adjusted to working from their homes, buying goods and services online, and conducting...
Have I Waited Too Long to Estate Plan?
It can be easy to procrastinate when it comes to estate planning. After all, thinking about going through financial information and preparing for the future can be about as entertaining as going to the dentist. It may not be fun, but you know that attending to these...
How to keep your children from fighting over your estate
As you create your estate plan, you will need to consider its impact on your beneficiaries. Among these people may be your children, and they might bristle at the terms you lay out. Their reaction could be especially volatile depending on how you divide your assets....
How to Estate Plan While Staying at Home
Since the outbreak of COVID-19 in the U.S., Californians have sheltered in place, learned to social distance, and become more accustomed to managing their affairs remotely to prevent spreading the virus. As recent events have shown, it's not always possible to know...
What is Happening with Aretha Franklin’s Estate?
In late June, the trailer for the new biopic “Respect” was released. The highly-anticipated film stars singer and Oscar-winning actress Jennifer Hudson as the “Queen of Soul” Aretha Franklin. When the legendary R&B artist passed away in August of 2018, she died...
Is Having a California Will Enough for My Estate?
When you create your will, or last will and testament, you have taken the first step towards building your California estate plan. This essential legal document offers critical direction and guidance to your survivors. For those with few assets, it may seem that...
