Part 3 of a 3-Part Series Over the past couple of weeks, we examined important things to consider after losing someone to death. To read part one, click here. To read part two, click here. This week, we conclude the series by focusing on paperwork. Cancel benefits Family member recipients of Social Security, veterans, or other benefits […]
Category Archives: Estate Planning
04
Jan
Jan
Part 2 of a 3-Part Series Estate Safety Considerations Last week, we began a three series about important factors to consider in estate planning after losing someone you love to death. Click here to read part one. This entry, the second in the series, covers ways to make sure the estate remains safe.
California Law, Estate Planning, Estates, Life Changes, Trusts, Wills
Estate Planning After Someone’s Death
27
Dec
Dec
Determine which of your loved one’s accounts contains cash that can be accessed for the beneficiaries’ needs and other expenses. The last thing you want is for an item to be repossessed or the electricity turned off due to non-payment.
California Law, Estate Planning, Estates, Guardianship, Trusts, Uncategorized
Caregiver: You’re Not Planning Just for Yourself
13
Dec
Dec
Along with your financial advisor, we can help determine which of your resources can be used to fund the special needs trust or if a life insurance policy may be needed to ensure that there are sufficient funds available to provide for the beneficiary’s care.
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.
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 […]