California regulates certain aspects of a probate sale when it comes to the sale of real estate property. This includes how the property is sold, what it is priced at, and even how quickly it must be sold. The terms of these transactions are heavily regulated in the...
estate planning
Types of Trusts for Estate Planning
updated 7/20/23 Estate planning is a critical aspect of financial management that ensures the smooth and efficient distribution of assets and wealth after an individual's passing. It involves making arrangements and decisions regarding the management, protection, and...
Estate Planning for Those More Comfortable Communicating in Spanish
While planning for your financial and legal future is essential, it can often be overwhelming. To make matters worse, language barriers can further cause disastrous issues that may even impact how your final wishes are conveyed. However, having a Spanish-speaking...
Considerations for Estate Planning for Solo Aging Adults
According to the 2020 U.S. Census, around 36 million people are living alone. Among the adults that are aged 60 or above, around 27% are living alone. While this may come as a surprise to some, there are many benefits to living alone and many have chosen this...
Do’s & Don’ts of Estate Planning
Estate planning is an essential part of life, but many individuals are intimidated by the process. While the estate planning process can be tedious and complex, it does not have to be challenging. Taking action to make sure your affairs are in order before your...
Last Will & Testament vs Living Will: What’s The Difference?
While essential to ensure your last wishes are properly honored, estate planning is often overlooked. Many individuals shy away from the idea of estate planning because the process can be quite complicated. Even though last wills and living wills sometimes get...
Signs It Is Time to Update Your Estate Plan
Estate planning is an important aspect of financial planning for the future. Life changes, and sometimes quickly, so it is vital not to neglect revisiting or revising your estate plan. While it is recommended to update your estate plan every few years, some major life...
Estate Planning for Disabled Children & Adults
Many individuals want to leave behind money to a loved one that is experiencing a disability or has special needs. However, you will want to ensure you take the proper steps to properly transfer these funds over to your loved one without jeopardizing their government...
Selecting The Proper Trustee: What You Need to Know
Choosing a trustee is a decision that you should not take lightly, as it is one of the most important decisions surrounding your trust planning process. The duties of a trustee can vary and deciding on one can put some pressure on your shoulders, especially if you...
Estate Planning Under The SECURE Act
The Setting Every Community Up for Retirement Enhancement Act, or SECURE Act, was made effective in January 2020. Due to the changes presented in this new law, individuals that engage in estate planning should review their beneficiary arrangements on all their...
