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 […]
Category Archives: Estates
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 […]
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 […]
Estate Attorney, Estate Planning, Estates, Probate, Trusts, Wills
Estate Planning for Rental Property Owners
17
May
May
Popular services like Airbnb offer attractive alternatives to hotel stays. Homeowners and vacationers, alike, enjoy the perks associated with “easy” rentals. Do you own a home or other income-generating rental property? Make sure you understand the following asset protection and estate planning considerations: Protecting Owners from Liability As with any rental relationship, property ownership comes […]
Estate Attorney, Estate Planning, Estates, Retirement, Taxes, Trusts, Wills
How to Coordinate Retirement & Estate Plans
06
May
May
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 […]
Elder Care, Elder Law, Estate Attorney, Estate Planning, Estates, Guardianship, Inheritance, Trusts, Wills
What to do with the family heirlooms and keepsakes
26
Apr
Apr
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 […]
Estate Attorney, Estate Planning, Estates, Inheritance, Life Changes, Probate, Trusts, Wills
10 Estate Plan Mistakes
22
Feb
Feb
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 […]
Assets, Estate Attorney, Estate Planning, Estates, Glendora, Inheritance, Trusts, Upland, Wills
Do You Need a Will or Trust?
15
Feb
Feb
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 […]
Estate Attorney, Estate Planning, Estates, Glendora, Life Changes, Retirement, Trusts
Five Estate Plan Considerations
08
Feb
Feb
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 […]
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Wills
Don’t Put Off Estate Plans til Tomorrow
25
Jan
Jan
Now is the Time to Talk with Your Estate Planning Attorney No perfect time exists to broach the subject of estate planning with your family. Although we all know that everyone eventually passes away, most of us choose to try to forget that reality. Faced with the decision between taking the initiative to start a […]