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When do I need to update my estate plan?
There are several key moments in your life when you should consider updating your estate plan in addition to regular and routine reviews.
Selling a home as a successor trustee
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is
What do trustees need to do to administer the trust?
Having a trust can provide some advantages over a will. Trusts can alleviate some of the tax burdens that fall on larger estates.
Is there any way my estate can avoid the probate process?
You may find the concept of probate to be confusing. You may even ask, “You mean my property does not just go straight
Have you saved enough for retirement?
With record numbers of baby boomers retiring every year, there is a lot of angst over how people are doing it, whether they’ve
What are the pros and cons of a California 529?
As parents get ready to send their children off to college, they are usually at the apex of careful financial planning that began
Why it is important to have an advanced health care directive
When people in California think about estate planning, they may think about wills. These are very important documents for people to have as
Power of attorney and incapacity planning
Much like no one wants to think about their demise, it is not pleasant to consider the possibility of incapacitation. While this might
Increasingly, younger people are creating estate plans
In the past, Californians and people throughout the United States might have been under the impression that creating an estate plan was something
Five reasons why you shouldn’t create your own estate plan
A lot of people consider estate planning to be pretty low on their list of priorities. And when they finally do get around
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