Archive for 'Estate Planning' Category
Many people take advantage of having their families together over the holidays to discuss their estate plans. Maybe you’re in the early stages of thinking about your plan. Perhaps you have one in place and just want to check in with everyone to see if there are things that you need to revise. Maybe the […]
If you’re one of those people whose bank statements and bills show up in your email inbox instead of your mailbox and you can’t remember the last time you bought postage stamps, congratulations on minimizing your carbon footprint. However, if most (or any) of your financial and tax information is online, you need to include […]
An advance health care directive is one of the most crucial elements in your estate plan. Even if you don’t have a full estate plan in place, by having this document, you can let your medical providers know about your wishes regarding what measures you want taken (or not taken) to keep you alive if you suffer […]
People have all sorts of reasons for postponing their estate planning. Unfortunately, too many people postpone it for so long that they die without any estate plan in place — even a simple will. They don’t intend to, but they leave their family members with the stressful, time-consuming and often expensive task of dealing with […]
As we discussed in a recent post, Aretha Franklin, despite her considerable wealth, age and poor health, died without an estate plan in place. It might be surprising, then, to learn that when 26-year-old rapper Mac Miller died earlier this month, he had an estate plan. In fact, it was reportedly similar to the one […]
No one wants their family to fight over their assets after they’re gone. However, even when there’s an estate plan in place, family members and other beneficiaries (or people who believe they were left out) may try to dispute the will and other documents in court. One Los Angeles attorney says that in 90 percent […]
Marijuana has been legal here in California for medicinal purposes since 2004. At the beginning of this year, its recreational sale and use was legalized. Therefore, many Californians engaged in cannabusiness, who are sometimes known as “ganjapreneurs,” have accumulated considerable assets. However, leaving those assets to family members and other heirs when they die can present […]
Many baby boomers opted not to have children. Now, in their retirement years, they have plenty of time and money to spend traveling, pursuing new hobbies and visiting friends without having to worry about making time for children and grandchildren. However, people without children need to carefully plan for their own care in the latter […]
As we frequently discuss here, a thorough estate plan can help you provide for your loved ones after you’re gone and also help them avoid costly probate fees and unnecessary taxes. If you have minor children, you can designate one or more guardians in your estate plan to care for them if you and your […]
Cryptocurrency has become increasingly popular in recent years. These digital assets are popular not just with experienced traders, but with everyday folks hoping to strike it rich with the next initial coin offering (ICO). Part of the intrigue and appeal of cryptocurrencies are their anonymous nature. However, that anonymity means that if you don’t take the […]


