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 […]
Category Archives: Wills
Assets, California Law, Estate Planning, Probate, Trusts, Wills
Does a Signed Trust Eliminate the Probate Process?
11
Jul
Jul
Planning ahead benefits everyone involved. This applies to vacations and job interviews as much as to end-of-life concerns. Outlining your priorities and anticipating potential challenges makes sense in everything, including your estate. Clearly establishing protection over wealth and assets protects your family if you pass away or become incapacitated. However, simply meeting with an attorney […]
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 […]
Assets, Estate Attorney, Estate Planning, Life Changes, Trusts, Uncategorized, Wills
3 Asset Protection Tips
21
Jun
Jun
People mistakenly believe that asset protection only matters for wealthy families or professionals in high-risk occupations. But this is not the case. Anyone can be sued as a result of a car accident, foreclosure, unpaid medical bills, or tenant injury. A monetary judgment against you could decimate your finances. What Is Asset Protection Planning? Asset […]
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!
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 […]
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. […]
California Law, Estate Attorney, Estate Planning, Glendora, Guardianship, Probate, Trusts, Wills
Living Probate
05
Apr
Apr
If you become incapacitated, who is going to take care of you? As difficult as it may be, face facts. If you become incapacitated, you will not be able to make medical decisions for yourself. What’s more, you won’t be able to manage day-to-day-today affairs. This would be sad no matter what. But, if you […]