What Parents Should Know Before Their Child Leaves for College The dorm room is selected. The extra-long twin sheets are packed. The laptop is ready, and a car filled with everything a college student could possibly need will soon pull away from home. Amid all the excitement surrounding college move-in day, parents may sign another […]
Category Archives: Estates
24
Aug
Aug
Don’t Let Your Loyalty Points Die With You: Invisible Estate Airline miles, hotel points, credit card rewards, gift cards, and travel credits can quietly accumulate for years. A frequent traveler may have enough miles for an international flight, while a credit card account could hold hundreds or even thousands of dollars in unused rewards. Yet […]
20
Mar
Mar
The Hidden Gender Gap in Estate Planning—and How to Close It Conversations about financial inequality often focus on the gender gap. A less visible—but equally important—issue continues to affect long-term financial security: the estate planning gap. Fewer than one-quarter of Americans maintain even a basic will. Within that already low percentage, men complete estate planning […]
20
Jun
Jun
Estate Planning Strategies to Protect Your Spouse In recent posts, we’ve discussed topics such as divorce and estate planning as well as disinheriting a spouse. This week, let’s focus on what you can do to protect your spouse in estate planning. Marriage legally positions you to provide long-term financial security for your spouse through legal […]
11
Apr
Apr
Estate planning doesn’t just reflect what you have today—it anticipates what tomorrow might bring. For many in Glendora and Upland, this means preparing for the unexpected: incapacity, sudden illness, or death. For parents and parents-to-be, the question of whether to include future children in an estate plan often surfaces. Does planning for a child who […]
21
Mar
Mar
Planning for the future complicates life. This is especially true if you want to make sure that a loved one continues living comfortably after you die. Two common tools for accomplishing this are life estates and right of occupancy trusts. A life estate grants someone the legal right to live in a home for the rest of their […]
20
Dec
Dec
These words, uttered by James Earl Jones in his voice-over role as Darth Vader, are indelible in the minds of Star Wars fans. People know Jones also for voicing Mufasa in The Lion King and a series of cable news promotions in which he declared, “This is CNN.”
As we get older, it is inevitable that we become more aware of our mortality. Reflections on life and death do not necessarily have to be morbid. They can also prompt us to take actions that focus on our legacy. Caring.com found that, in 2024, 43 percent of adults over age 55 have wills—down from 46 percent in 2023 and 48 percent in 2020
07
Jun
Jun
Create your first estate plan in a way that won’t lock you into the plan for the rest of your life. The following are common changes we can make to your estate plan to ensure that we adequately address your evolving concerns and wishes.
01
Mar
Mar
One option to financially provide for your pet is to give a lump sum to the person you choose to care for your pet at your death. This option is the easiest to carry out and does not involve any ongoing administration or oversight. However, because the money goes directly to the caregiver, there will be no one monitoring the use of the funds. You must trust that the caregiver will use the funds for the pet’s benefit.