It is a common misconception that estate planning is only beneficial to people who have large assets. The truth is that estate planning is beneficial to everyone. Most people own at least one valuable item. This can include a house, vehicle or even simply bank...
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Estate Planning
How a living trust can benefit your estate plan
There are a myriad of factors to consider when creating an estate plan. In addition to organizing your property and assets, you must consider who you would like to receive it once you pass. Furthermore, you may want to make the process as easy as possible for your...
How do you navigate leaving children unequal inheritance amounts?
While planning your estate, you put a lot of focus on taking care of your children in your absence. It may not feel right leaving them the same amount, but you do not know how to go about leaving them different inheritances. Kiplinger offers advice on the matter....
What happens if I die without a will in place?
One of the benefits of estate planning is that certain assets may be able to bypass the process of probate. This allows heirs to receive their inheritance much sooner, and without as much headache. Unfortunately, many people may not have estate planning documents set...
How do you create a health care directive?
Planning for your end of life circumstances may be tough at times if you are unsure what documents you need to prepare. Health care directives are important for those with medical problems, and even people without them. First steps Speaking with medical and law...
Is probate really all that bad?
Ask most estate planning attorneys about probate, and chances are they will respond with a look of downright horror. Probate is time consuming. It is costly. It is public. You must avoid it at all costs. Or must you? Probate gets a bad rap, but the truth is that the...
Is your will overdue for review?
On a practical level, creating an estate plan is relatively simple, especially if you have solid legal advice and guidance. However, for many, the difficult part is getting past the emotional toll it takes to write a will. You have to consider many unhappy...
Is it time to change your estate plan?
California residents like you work hard to create your estate plan. But after you create it, what comes next? Many mistakenly believe creation is the first and only step. But you must keep your estate plan up to date your entire life. Today, we will look at why it is...
Tips for appointing an executor
Having a California will ensures the distribution of your assets, such as bank accounts, property and treasured belongings, to loved ones. A comprehensive estate plan also minimizes your family's tax burden and can avoid complications with probate. We often help...
Planning for potentially becoming incapacitated
Many people view estate plans as something that makes life a little less complicated for their loved ones after they die. Rather than leave the matter up to the state or family feuds, they can decide who gets what and how much. However, the truth is that estate plans...