If you are setting up an estate plan, there are a lot of factors to consider, from dividing assets among loved ones and identifying the best type of estate plan. Sometimes, people aim to avoid the probate process, while others understand that their loved ones will...
Estate Planning
How do you handle your loved one’s debts?
California residents work hard on estate plans. Your loved ones likely tried to take care of as much as possible before passing. This is so you would not have to deal with as much complex litigation. Unfortunately, life is not always predictable. Situations come up in...
How should you share your advance directive?
Through an advance directive, you can designate someone to act as your health care proxy to make health care decisions for you if you become incapacitated. Advance directives also provide important guidance to your doctors on matters such as pain management and...
Do not set your family up for an estate dispute
Almost inevitably, problems arise when someone dies without an estate plan. Family members must guess what the deceased would want. Disagreements can prolong the process and lead to quarrels that may last for years. In California, courts may end up making key...
Estate planning supports your family’s financial security
California residents may support their family’s financial well-being by engaging in thoughtful estate planning. Kiplinger explains that it is never too early to start creating your estate plan. Our firm helps people create comprehensive plans that protect their...
Why do people modify estate plans?
When California residents create an estate plan, some make a mistake. They think this estate plan can remain untouched until their passing. Unfortunately, that is not the case. An estate plan should accurately reflect your current life circumstances. In other words,...
Video conferencing, phone calls and estate planning
In recent months, a lot of Americans are spending a considerable amount of time at home. Moreover, there are many reasons why people do not leave their homes or prefer to handle legal issues related to estate planning from their home, whether they have an anxiety...
What factors should you consider when appointing an executor?
Estate planning is not reserved for people who have just retired from their career or applying for medicare benefits. Whether you have started a family or purchased property, experts suggest you account for your property by creating a last will and testament. In this...
Are e-wills a good idea?
While they are currently not valid in California, it seems it is only a matter of time before electronic wills are acceptable under the law. There are some states where they already are legal. Because so much of life is electronic now and the state does allow some...
You are never too young to begin estate planning
Estate planning is typically not a priority for people in their 20s, 30s or even 40s. Although the chances of dying are slim, it is still important to plan for the unknown and provide protection for assets. Starting an estate plan for a young person does not have to...

