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 […]
California Law, Estate Attorney, Estate Planning, Guardianship, Probate, Uncategorized
Informal Probate
16
Aug
Aug
The loss of a loved one presents unexpected challenges. You might feel overwhelmed if you lose a beloved relative or friend. And the process of handling their affairs only adds to the stress. Many families eagerly try to tie up loose ends and distribute assets. But in many cases, they end up facing either formal […]
Estate Attorney, Estate Planning, Estates, Trusts, Uncategorized, Wills
When to Review Your Estate Plan
09
Aug
Aug
Just like other important life tasks, your estate plan deserves your time and attention. It’s important that you work with us to review your estate plan at least once a year. Think of this as your estate plan’s annual physical exam, and remember—prevention is the best cure. An annual exam isn’t necessarily the only time […]
02
Aug
Aug
You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. A qualified estate planning team tailors trusts to specific needs. Your team works together to produce, tailor, or edit your estate plan. Consider niche trusts.
Assets, California Law, Estate Planning, Probate, Trusts, Wills
Does a Signed Trust Eliminate the Probate Process?
11
Jul
Jul
Planning ahead benefits everyone involved. This applies to vacations and job interviews as much as to end-of-life concerns. Outlining your priorities and anticipating potential challenges makes sense in everything, including your estate. Clearly establishing protection over wealth and assets protects your family if you pass away or become incapacitated. However, simply meeting with an attorney […]
Estate Planning, Estates, Retirement, Taxes, Uncategorized
Coordinate Your Estate & Retirement Plans
05
Jul
Jul
Many people think of retirement funds as monolithic resources. That’s understandable. After all; we work for years socking away money for the future. Unfortunately, though, rising healthcare costs can erode even the largest retirement account. Retirement accounts typically form the largest portion of most estates. So, set up proper management to handle your fund. The […]
Assets, Estate Attorney, Estate Planning, Guardianship, Inheritance, Probate, Trusts, Uncategorized, Wills
Add Estate Planning to Your Vacation Checklist
28
Jun
Jun
Did you plan your vacation itinerary? Booked plane tickets? Reserved a room? Tossed sunblock and a beach novel into your suitcase? After settling your travel plans, before heading out the door, consider whether your estate plan is up to date. Don’t leave before ensuring the financial health and the future of your loved ones remains […]
Assets, Estate Attorney, Estate Planning, Life Changes, Trusts, Uncategorized, Wills
3 Asset Protection Tips
21
Jun
Jun
People mistakenly believe that asset protection only matters for wealthy families or professionals in high-risk occupations. But this is not the case. Anyone can be sued as a result of a car accident, foreclosure, unpaid medical bills, or tenant injury. A monetary judgment against you could decimate your finances. What Is Asset Protection Planning? Asset […]