Many times planning an estate is not as straightforward as one might think. It is possible for different estate planning documents to seemingly contradict each other when it comes to directions on how to administer an estate's assets. In this case, applicable estate...
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Month: May 2015
Wills and trusts important in estate planning in California
Clarity is what one should aim for when planning an estate. Lack of clarity in estate planning can result in future legal problems for intended beneficiaries. This can require significant amounts of time and resources being spent in a prolonged probate court...
Life insurance may best be accompanied by trust planning
Many times, obtaining life insurance is an important part of a person's estate planning strategy. However, in some cases, just simply having life insurance is not enough for California residents. Those with large estates or who have beneficiaries who are not good at...
Many forget about digital assets during estate planning process
Most Californians with estate plans in place make arrangements concerning the disposition of their money and physical assets after they pass away. However, many of these people forgot to consider their digital assets in their estate planning efforts. This can cause...