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How Do You Split an Estate in a Blended Family?

February 11, 2022
Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.
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How Do I Stop Heirs from Foolishly Wasting Inheritance?

August 3, 2021
One of the biggest concerns a trust creator might have is that the beneficiary would squander their inheritance or that the beneficiary’s creditor would attach the inheritance to cover the beneficiary’s debt.
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Can You Believe Aging Parents Grow Stubborn and They Know It?

August 2, 2021
Aging parents grow stubborn, and researchers are uncovering the reasons why.
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Here’s Why You Need an Estate Plan

July 31, 2021
No matter what line of work you are in, estate planning has facets that apply to everyone, and it comes down to documenting wishes and avoiding probate and unnecessary taxes. Too many people put it off, but, in general, the sooner you do it, the better.
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Will I Live Longer, if I Babysit the Grandchildren?

July 13, 2021
Looking for an extra incentive to spend some quality time with your grandchildren? Try telling their parents that it could extend your life.
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Will your family fight over assets after you’ve died?

November 4, 2019
California residents have become increasingly aware of the need to have an estate plan in place. The most recent trend has likely occurred in light of several celebrities passing away without plans, and consequently, leaving their families to deal with a mess in the aftermath.
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Divorce and its Impact on Estate Planning

October 28, 2019
An issue often overlooked while going through a divorce is the critical impact it may have on an estate plan (i.e. will, trust, and other documents). Here, we’ll focus on the impact that a divorce can have on an existing trust and why it’s important to have your trust reviewed by a licensed California estate planning attorney after you’ve filed for divorce.
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Power of Attorney: Who will decide when you cannot?

October 21, 2019
We plan for the weekend, we plan for vacations and holidays. We boldly plan for life’s uncertain events with particularity and detail. It’s as if the future is all but promised to us all. While making these types of plans is important, how much more important is it to plan for the certain but unpopular life events with the same amount of vigor? Namely, planning by way of creating a will, establishing a trust, and appointing agents through power of attorney (POA).
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Should You Name Legal Guardians for Your Children?

October 14, 2019
How would life look for your children if they were suddenly left without parents? Who would be notified and how might they respond? Would they have the means to love and support your child until adulthood and beyond? As unsettling and difficult as it may be, parents must consider who would raise their children if they are unable to do so.
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So, What Happens if I Don’t Update My Estate Plan?

October 7, 2019
We get it, estate planning is not the most popular item on your “to-do” list. And for many who get around to doing it, their plan becomes a forgotten relic left to collect dust on the bookcase. Whether you’ve spent thousands for a comprehensive plan or utilized a do-it-yourself option that you found online, it’s critical to update your plan to ensure it works as intended at death or incapacity.
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