Most adoptions involve minor children. Arrange for someone to care for the new child if something happens to you. Appoint a guardian, i.e., a caregiver, in your will. This person will act as your child’s parent if you become disabled or die.
Assets, Estate Attorney, Estate Planning, Life Changes, Taxes, Trusts, Uncategorized
Who’s on Your Team?
12
Nov
Nov
If you are an individual with a high net worth, financial planning often moves beyond retirement planning to laying the foundation for multigenerational wealth transfer or achieving philanthropic objectives.
Estate Attorney, Estate Planning, Inheritance, Trusts, Uncategorized, Wills
My Loved One Has Died – What Do I Do Now?
26
Oct
Oct
It is important to contact an experienced probate and trust administration attorney to help you with the process, as well as any other legal matters that may arise during this difficult and emotional time.
California Law, Elder Law, Estate Attorney, Estate Planning, Estates, Glendora, Guardianship, Inheritance
More Estate Planning Tips: Part 2
11
Oct
Oct
Make sure that your family members have proper medical powers of attorney and advance directives in place. These documents contain their wishes about how they would like their medical care to be handled if they are not able to make decisions for themselves.
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Uncategorized, Wills
Estate Planning Awareness Week
04
Oct
Oct
If you are planning to speak to your parents about the need for an estate plan, it is important to try to include any siblings in the discussion to avoid giving the impression that you are trying to influence or control your parents’ choices.
28
Sep
Sep
Farming can be a very strenuous and taxing career. Having a medical power of attorney in place is therefore crucial. This document allows you to name an individual to make medical decisions on your behalf in the event you are unable to do so.
20
Sep
Sep
Last week, we began a two-part series about designating beneficiaries for your life insurance policy. Click here to read that post. Here is part 2. Protection against your creditors.
13
Sep
Sep
Some people mistakenly designate the child’s caretaker as the primary beneficiary, to avoid appointment of a guardian.
Estate Planning, Estates, Inheritance, Life Changes
Include College Kids Estate Planning Preparation
06
Sep
Sep
College Estate Planning Prep You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at the seams. You’re probably prouder than words can express, but you’re also a little afraid, too. How can you make sure your kid is going to […]
Assets, Estate Attorney, Estate Planning, Life Changes, Trusts, Wills
Avoid Estate Planning Procrastination
23
Aug
Aug
Don’t Procrastinate: Talk with Your Family and Your Estate Planning Attorney Today There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. You face a decision. Take the initiative to start a family […]