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Amending Your California Estate Planning Documents

Amending your California Estate Planning Documents

12/08/2022
Having your California estate plan in order can give you the peace of mind of knowing that you have responsibly prepared for the future. After you finished putting everything together and critical documents stored, your focus probably shifted to other ... Read More
How You Can Help Your Grandchildren Pay For College

How You Can Help Your Grandchildren Pay for College

12/08/2022
If you are a grandparent, you may have spent a fortune on heartfelt gifts and expensive outfits for your grandkids. However, there is another way you could be spending money on them. Even when they are young, it’s never too ... Read More
Grey Divorce And Your Estate Plan

Grey Divorce and Your Estate Plan

12/08/2022
What is a Grey Divorce? According to the PEW Research Center, “Grey Divorce”, or divorce over 50, is becoming increasingly more common. In 2017, the center found that the divorce rate for this population had roughly doubled since the 1990s. For ... Read More
Estate Planning For Solo Agers

Estate Planning for Solo Agers

12/08/2022
When there are not adult children around to help, aging adults have to been clear when it comes to estate decisions. The good news is that by being prepared, this group, “Solo Agers”, or single people or couples who are ... Read More
Signs That You Need To Change Your Will

Signs that You Need to Change Your Will

12/08/2022
Getting your estate plan together can feel like taking a weight off of your shoulders. Once all of your documents are properly executed and put away it’s easy to forget about them. As your life moves forward, parts of your ... Read More
The Dangers Of An Unfunded Trust

The Dangers of an Unfunded Trust

12/08/2022
Having the insight to set up a trust for your funds and assets is forward thinking and can be a smart move. These helpful legal devices create a space where you can move property, money, and valuables, and keep them ... Read More
Why You Need To Start Funding Your Child’s Special Needs Trust Now

Why You Need to Start Funding Your Child’s Special Needs Trust Now

12/08/2022
When you are a parent of a child with a severe disability, financially preparing for his or her long-term future is imperative. You want to do everything in your power today, to make sure your child is able to live ... Read More
Do I Need A Pour Over Will

Do I Need a Pour-Over Will?

12/08/2022
Estate planning involves using various legal devices to protect what you have built so that it can be passed on to your loved ones. A main goal of this process is to limit the assets and amount of funds that ... Read More
What To Expect During A Gray Divorce

What to Expect During a Gray Divorce

12/08/2022
When a couple over age 50 ends their marriage, it’s sometimes referred to as gray divorce. The gray divorce rate has been on the rise over the last twenty years. When a couple decides to divorce at this stage of ... Read More
Does It Really Matter If I Die Without A Will In California

Does it Really Matter if I Die Without a Will in California?

12/08/2022
Having a will may seem unnecessary, especially when you don’t have children or numerous assets. However, in many situations, not having a will can create problems for your friends and family that could have been easily avoided. Dying Without a ... Read More