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 […]
Category Archives: Upland
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Oct
Oct
Believe it or not, the end of the year is rapidly approaching. So, now is the time to take a moment and start preparing your year-end tax planning for 2018. This is extra important this tax year because of the changes to the tax law which became effective in 2018. As a result, your taxes […]
Estate Attorney, Estate Planning, Glendora, Life Changes, Trusts, Upland, Wills
Fall Estate Planning Checklist
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Oct
Oct
With several months left before the new year, fall is the perfect time to review your estate planning affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When did you last update your Power of Attorney (POA)? A valuable legal document, no matter what the circumstance A POA is […]
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Oct
Oct
A poor health diagnosis or need for major surgery can disrupt your day-to-day life. So, estate plans are likely far from top-of-mind. Despite the fact you have much to contend with due to such taxing demands, it’s crucial to consider estate plans in times of change. In fact, proactive planning can ease you and your […]
Planning for the Financial Future of a Troubled Adult Child Are you concerned about any of your adult children? A well-executed estate plan can pose extra challenges for families with adult children struggling with addiction, marital issues, or irresponsibility with money. The last thing you want is for your wealth to end up having a […]
Alzheimer’s is a serious condition which affects millions of Americans. The reason we consider it important to estate planning is because you won’t be able to plan your estate after you succumb. So, the smartest thing to do is plan in advance. No one plans to get sick or become incapacitated. And we hope you […]
According to a recent a report by Bankrate, 20 percent of Americans are not saving for their day-to day lives, let alone retirement. This, despite the fact unemployment is low and wages are increasing. With so many workers failing to set aside cash, many will face shortfalls of operational cash in the event of an […]
“Life’s tragedy is that we get old too soon and wise too late.” ~ Benjamin Franklin Since wisdom means that you realize the finite nature of life, living well calls for careful estate planning. As Baby Boomers age, they discover the realities associated with aging:
Avoid these 5 mistakes when adding your grandkids to your will As people build wealth, they naturally want to pass financial stability to their offspring. And when it comes to grandchildren, the bond and associated desire to provide is compelling. Nevertheless, that strong bond can morph into a weakness if you fail to exercise caution […]
With offices in Glendora and Upland, Skvarna Law Firm provides legal services to residents throughout southern California. The firm focuses on three practice areas: helping families to protect assets, avoid probate, and properly plan to care for elderly and young family members. Estate Planning The staff at Skvarna Law Firm works closely with clients to […]