Unfortunately, a startling 79% of millennials admit they never created basic estate plans in place. While your needs and goals may vary, nevertheless, estate plans offer important protection for every adult – including you!
Category Archives: Uncategorized
Estate Attorney, Estate Planning, Estates, Trusts, Uncategorized, Wills
Paperwork: Estate Planning After Death
10
Jan
Jan
Part 3 of a 3-Part Series Over the past couple of weeks, we examined important things to consider after losing someone to death. To read part one, click here. To read part two, click here. This week, we conclude the series by focusing on paperwork. Cancel benefits Family member recipients of Social Security, veterans, or other benefits […]
04
Jan
Jan
Part 2 of a 3-Part Series Estate Safety Considerations Last week, we began a three series about important factors to consider in estate planning after losing someone you love to death. Click here to read part one. This entry, the second in the series, covers ways to make sure the estate remains safe.
California Law, Estate Planning, Estates, Guardianship, Trusts, Uncategorized
Caregiver: You’re Not Planning Just for Yourself
13
Dec
Dec
Along with your financial advisor, we can help determine which of your resources can be used to fund the special needs trust or if a life insurance policy may be needed to ensure that there are sufficient funds available to provide for the beneficiary’s care.
Adoption Law, Estates, Inheritance, Life Changes, Uncategorized
National Adoption Month: Adoption Law
26
Nov
Nov
If your adoption is not yet final, but you love the child you intend to adopt and want to provide for him or her, you need to specifically name the child in your estate planning documents.
15
Nov
Nov
Most adoptions involve minor children. Arrange for someone to care for the new child if something happens to you. Appoint a guardian, i.e., a caregiver, in your will. This person will act as your child’s parent if you become disabled or die.
Assets, Estate Attorney, Estate Planning, Life Changes, Taxes, Trusts, Uncategorized
Who’s on Your Team?
12
Nov
Nov
If you are an individual with a high net worth, financial planning often moves beyond retirement planning to laying the foundation for multigenerational wealth transfer or achieving philanthropic objectives.
Estate Attorney, Estate Planning, Inheritance, Trusts, Uncategorized, Wills
My Loved One Has Died – What Do I Do Now?
26
Oct
Oct
It is important to contact an experienced probate and trust administration attorney to help you with the process, as well as any other legal matters that may arise during this difficult and emotional time.
Estate Attorney, Estate Planning, Estates, Inheritance, Trusts, Uncategorized, Wills
Estate Planning Awareness Week
04
Oct
Oct
If you are planning to speak to your parents about the need for an estate plan, it is important to try to include any siblings in the discussion to avoid giving the impression that you are trying to influence or control your parents’ choices.
28
Sep
Sep
Farming can be a very strenuous and taxing career. Having a medical power of attorney in place is therefore crucial. This document allows you to name an individual to make medical decisions on your behalf in the event you are unable to do so.