Many Californians resist putting an estate plan in place. Even when people get older and their health starts to deteriorate, they may feel like planning for their death is tempting fate. However, an estate plan isn’t just about designating what will happen to our assets after we’re gone. Many estate planning documents are designed to […]

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Sometimes, people make decisions when drafting their estate plan that they don’t discuss with their family. They may want to avoid the conflict inherent in telling a child that their sibling is getting more money than them or that they’re leaving the bulk of their estate to their favorite animal rescue group instead of their […]

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As we age, most of us will become less independent at one point or another. While many elderly people are able to continue living relatively independently in the later years of their lives, others require the type of support that family members would simply not be able to provide. If you are worried about the […]

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It’s essential to review your estate plan whenever a significant life event happens to you or someone in your family. You’ll want to determine if any modifications are necessary to make sure that your plan reflects your current wishes. Divorce is a life event that can require a number of modifications. You likely don’t want […]

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Many baby boomers who are hitting their senior years are divorced, widowed or have remained single their whole lives. A number of them never had children. If you have no heirs, is there any reason to have an estate plan? There is if you want a say in what happens to your assets after you […]

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When a loved one passes away and leaves you in charge of their estate, you need to start with a general accounting process that focuses specifically on all of the little details. Every penny matters. You need to know where it went, how it got used and why it got used that way. Leave nothing […]

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People often hear about the need to create a will, but some people don’t pay attention to what happens when a person dies and there isn’t one in place. When there isn’t an estate plan in place, the person is said to have died intestate. California laws govern who is going to get what when […]

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If you’re planning to give marriage a second (or maybe third) try in the new year, you likely have more assets and people to protect that you did when you married the first time. A prenuptial agreement can help you and your partner protect the assets you bring into the marriage and ensure that the […]

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