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Do Young Adults Need a Will?

September 2, 2022

These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.

Articles | Elder Law | Estate Planning | News | Probate

How Do I Contest a Will?

August 22, 2022

Wills often go through probate, which is the legal process for settling an estate. The rules are different for every state, so check with an attorney or your local county office to learn more.

Avoid Mistakes in Beneficiary Designations

August 10, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Articles

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.

Articles

Should a trust be used to transfer your assets?

September 30, 2019

Wills and living trusts are popular terms when discussing options for leaving gifts or an inheritance upon death. While there are similarities between the two, the differences in the way they operate to transfer one’s assets can be profound. There’s no doubt that a valid will can transfer assets, but its limitations make it a far less attractive option for those seeking more protection and control at death or incapacity.

Articles

Estate plan essentials: When a will is not enough

September 23, 2019

It’s true — a will is a foundational part of your estate plan. In fact, it’s often the first thing that comes to mind while considering your legacy and passing down hard-earned assets.

Estate Planning Blog

Do Young Adults Need a Will?

How Do I Contest a Will?

Avoid Mistakes in Beneficiary Designations

Will your family fight over assets after you’ve died?

Divorce and its Impact on Estate Planning

Power of Attorney: Who will decide when you cannot?

Should You Name Legal Guardians for Your Children?

So, What Happens if I Don’t Update My Estate Plan?

Should a trust be used to transfer your assets?

Estate plan essentials: When a will is not enough

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