Category Archives: Estate Planning

When you own a family business, one critical issue to consider is how you plan to pass your interest and ownership on to surviving members in your estate plan. Depending on the individuals involved and their dynamics, there could potentially ... Read More

You will undoubtedly face many unexpected situations over the course of your lifetime. Some of those events may bring joy to you and your family, and other incidents may cause considerable stress and uncertainty. Though you cannot plan for all ... Read More

With a certain amount of uncertainty involved, many individuals may be hesitant to put a plan in place for the future. However, chances are, you may have preferences as to the distribution of your assets and how you wish to ... Read More

Nobody is perfect. Humans make mistakes; they’re a part of learning. One area, however, you might want to be pretty meticulous about is in the creation of your estate plan. By leaving a plan that is comprehensive and that distinctly ... Read More

If you were unable to attend the recent seminar on protecting your assets when you need nursing home care, you may have missed out on vital information that could bring you some peace of mind as you get older. Many ... Read More

California readers know that most people have a significant digital footprint. From Facebook accounts to online checking accounts, you likely have a portion of your life online. For many people, it is necessary to protect these accounts and private information ... Read More

Many people put off estate planning because they don’t want to think about their own deaths. Others put it off because they think it’s only necessary for rich or old people. Then others put it off because they are overwhelmed ... Read More

As you get ready to retire and enjoy your golden years, spending time in an assisted living facility or nursing home is probably not one of your goals. However, unexpected health problems can sometimes arise which make staying home more ... Read More

Becoming a parent can change everything about your life in the most surprising and wonderful ways. It also means having a new set of responsibilities to provide for your child’s care today and in the foreseeable future.  When your kids ... Read More

Finding the time to draft your will and put together the other vital pieces of your estate plan can be a lengthy and complicated process. Once all of the essential documents have been signed and taken care of, most people ... Read More