While it can be difficult to think about, at some point you may experience a debilitating injury or illness that prevents you from communicating your wishes for medical care. If you are like many Americans, you may not have a plan in place for end-of-life treatment....
Estate Planning
Why do I Need a California Estate Plan?
For many of us, life involves quite a bit of planning. While working, people often plan for retirement. Those with kids may prepare for future expenses such as college tuition. Some plan for the future by saving for vacations and other significant costs throughout the...
What Questions Should I Ask My Estate Planning Attorney?
Having a comprehensive estate plan is essential to protecting your interest and ensuring that assets pass to your intended heirs and beneficiaries. Before developing your plan, you will need to discuss your estate planning goals and needs with an experienced...
The 4 Documents You Need for Your Estate Plan
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...
5 Ways to Help Your Aging Parents Prepare for the Future Now
As time passes and your parents move into their retirement years, they will have some new things to consider. However, they may not realize everything they need to do to plan for this phase of their lives. The good news is that there are actions you can take today to...
Does a Beneficiary Have the Right to See a Trust Document?
A trust can be an invaluable estate planning tool. These devices give the grantor, or trust creator, the ability to direct assets into a separate legal entity for the benefit of named beneficiaries. Throughout its existence, the trust will be administrated by a...
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 if I Can’t Find My Parent’s Will?
When a parent dies, it can be a chaotic and painful time. Even when a death is expected, coping with such a significant loss can be difficult. Especially while attending to loved ones as you make final arrangements. Another challenge may arise when the time comes to...
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...
5 Estate Plan Updates to Make in 2021
As 2020 draws to a close, it’s an excellent time to set your intentions for 2021. You may want to complete a household project, take up a new hobby, or begin a diet and fitness program. Another goal to add to your list should be to ensure that your estate plan is...
