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.
Category Archives: Inheritance
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 […]
California Law, Estate Attorney, Estate Planning, Inheritance, Probate, Trusts, Uncategorized, Wills
Family Estate-Planning Peace
03
Jun
Jun
Most families get together for the holidays, share laughs, and tell stories. Everyone gets along and enjoys each other’s company. Then, the matriarch or patriarch dies. Suddenly, years of pent-up resentment and hurt feelings bubble to the surface. And the once-happy family dynamic crumbles over the decedent’s estate. There goes estate-planning peace!
Assets, Estate Attorney, Estate Planning, Inheritance, Trusts, Uncategorized
What to Bring to An Estate Planning Meeting
24
May
May
Putting together an estate plan? If so, consult with an attorney who is knowledgeable and experienced in this area of law. Your initial estate planning meeting will allow you the chance to discuss your family’s financial situation and cover concerns and goals. Preparing ahead of time for this meeting will smooth the way for you […]
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 […]
California Law, Estate Attorney, Estate Planning, Guardianship, Inheritance, Trusts, Wills
Stress Test Your Estate Plan
19
Apr
Apr
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. […]
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 […]
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, 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 […]