Tag Archives: Estate Planning with life changes

Five Estate Plan Considerations

Changes New Business Glendora Upland Estate Planning

Due to life changes, maintaining estate plans can overwhelm most people. And let’s face it. Calling your estate planning attorney may not immediately occur to you when you’re faced with change. For example, a significant shift in income, investments, or employment. Nevertheless, consulting with us will help maintain your legal health. These five events should […]

Does Your Estate Plan Reflects Your Wishes?

Estate Plans Can Change Joe and Darlene are a married couple who decided to divide their estate property equally between their three children. They wanted their house to go to daughter, Mindy, who loved it. And the rest of their estate plans included equal division of assets between sons Dennis and Eddie. At their request, […]