Category Archives: Uncategorized

A Lesson in Wills, Trusts, and Family Peace for your Heir The Great Wealth Transfer, a broad term for the largest transfer of wealth from older generations to younger ones through inheritances and other financial gifts, is underway. But that does not mean that every heir will receive a share. Some may miss out on […]

Four Financial Moves You Shouldn’t Overlook Starting a new job often brings more than a change in your daily routine. Whether you’re accepting your first professional position, advancing your career, or moving to a different employer, your financial circumstances may change considerably. Along with a new salary and benefits package come important decisions about protecting […]

The Estate Planning Gap Families Often Overlook: A College Student’s Digital Life Sending a child to college changes more than where they sleep at night. For many students, it marks the beginning of managing their own bank accounts, credit cards, school portals, healthcare information, electronic devices, passwords, and online services. Even when parents continue paying […]

Heading south for the winter can mean months of sunshine, warmer temperatures, and a welcome change of scenery. However, splitting your year between two states can also create legal and estate planning questions. Don’t overlook while packing suitcases and making travel arrangements. Living for a significant amount of time in another state or own property […]

Estate Plan? You signed your estate planning documents, put them somewhere safe, and checked an important task off your list. Since then, life continued. Children grew up. Grandchildren arrived. Relationships changed. You bought or sold property. Financial accounts moved. Someone you named as an executor, trustee, guardian, or agent may no longer represent your first […]

Everything You Ever Needed to Know About Wills & Trusts But Were Afraid to Ask Wills & Trusts People who enter a marriage or remarriage with significant assets often know they need legal planning. However, deciding whether they need a will, a trust, a marital agreement, or all three can feel confusing. Although these documents […]

When Your Children Live in Different States: Estate Planning at a Distance Families today often live hundreds—or even thousands—of miles apart. It is common for parents to remain in California while their adult children build careers and raise families in other parts of the country. While distance may not affect close family relationships, it can […]