Category Archives: Estate Planning

How to Coordinate Retirement & Estate Plans

Death & Taxes Estate Planning in Retirement

We often think of retirement accounts as monolithic resources. It is easy to see why. We spend years socking away money for the future. Unfortunately, however, the rising cost of healthcare threatens to deplete even the largest retirement account. Because retirement funds make up the largest assets in a person’s estate, proper planning is crucial […]

What to do with the family heirlooms and keepsakes

Estate Planning Legacy

When many think of estate planning, they think of assets that include money, real estate, and personal property. But, included in someone’s estate could be invaluable personal property, such as family heirlooms or keepsakes. Don’t overlook this type of property even if it does not have a high dollar value. It could still provide sentimental […]

Stress Test Your Estate Plan

Estate Planning Living Trust

So you have done the hard work of establishing an estate plan. Good for you! However, you still have serious work to do to ensure that the strategy you have selected will maximize your peace of mind and protect your legacy. Estate plans should be like living, breathing creations that reflect the changes in your life. […]

Living Probate

Living Probate Glendora Upland

If you become incapacitated, who is going to take care of you? As difficult as it may be, face facts. If you become incapacitated, you will not be able to make medical decisions for yourself. What’s more, you won’t be able to manage day-to-day-today affairs. This would be sad no matter what. But, if you […]

Three Legal Things to Do After a Scary Health Diagnosis

Estate Planning Attorney Vic Skvarna

A scary health diagnosis causes emotional and logistical challenges. For instance, how can you take care of your family if something happens which causes physical incapacitation? In addition to working closely with your medical providers, consider taking these three legal tips: Make sure your Estate Plan is up to date. Are you among the 42 […]

Probate-Proof Trusts

Estate planning often brings out emotional decision-making relative to asset division. Many people think that if they love their family, they can solve estate concerns by leaving everything to their loved ones in a will. Unfortunately, however, wills are (contrary to their name), not the most caring way to plan your estate. It’s important to […]

10 Estate Plan Mistakes

Outdated Estate Plan

Have you created a trust or will? If not, now is the time to do so! And, if so, did you work with an established estate planning attorney to set it up or did you DIY? Either way, review the following caveats to see if any apply to your plan. Review the list to make […]

Do You Need a Will or Trust?

Estate Attorney Glendora Upland

The short answer? Yes; you need a will or trust! In fact, everyone needs a will, trust, or both to ensure their legacy is passed on in the way you intend. Most people feel strongly about the way they would want to provide for their children, spouse, and family members. And in the case of […]

Five Estate Plan Considerations

Changes New Business Glendora Upland Estate Planning

Due to life changes, maintaining estate plans can overwhelm most people. And let’s face it. Calling your estate planning attorney may not immediately occur to you when you’re faced with change. For example, a significant shift in income, investments, or employment. Nevertheless, consulting with us will help maintain your legal health. These five events should […]

Three Ways to Protect Estate Plans in a Natural Disaster

Estate Planning Glendora Upland

The year 2018 was rife with natural disasters. From multiple earthquakes, back-to-back hurricanes, and raging wildfires, the U.S. suffered serious natural disasters. These acts of nature devastate life and your family. With the polar vortex already impacting the Midwest and east coast, 2019 will likely prove equally challenging. Create a disaster preparedness plan for your […]