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Drafting a will is often an essential part of a person's estate planning. However, there are a few things that should not be included in your will; rather, they should be addressed in another aspect of your estate plan.Contact the California estate planning attorneys...
Estate planning is essential for your future and the future of those to whom you wish to leave your assets. Having a well-thought-out estate plan can make a huge difference in how your assets are handled upon your death. If your estate plan is ineffective, or...
On January 1, 2020, a new law went into effect that every person saving for retirement should be aware of. This law was introduced as the SECURE Act--which stands for Setting Every Community Up for Retirement. The SECURE Act implements some of the biggest changes to...
While it is always a good idea to plan ahead for your future and have your estate plans set in place, it is also important to update your estate plans from time to time. Now more than ever, as the nation deals with the consequences of the novel...
With the recent onset of the world-wide pandemic of the novel coronavirus (COVID-19), you may be wondering if all of your affairs are in order. While no one wants to think about the worst-case scenario, it is important to make sure that your estate plans and powers of...
A pour-over will is one of the estate planning options you may use as you plan for the future. If you use a pour-over will, it will allow for all of your property that has passed through the will to be transferred into your trust. This property is then distributed to...
One of the most common reasons that people move forward with estate planning is to leave a legacy. This can be accomplished in a few different ways. For some people, leaving a legacy means to leave all or most of their assets to their children and grandchildren, and...
If you have not yet gotten started preparing estate plans, or if you have not updated your already-existing estate plans in recent years, now is the perfect time to do so. There are some basic things to consider as you begin (or update) your estate plans. Prior to...
When you decide to get started with estate planning, it is essential that you familiarize yourself with the most common mistakes typically made in estate planning to make sure that you do not end up making the same ones. You will want to get things done right the...
One aspect of estate planning that many people may be able to use to their advantage, particularly when it comes to taxes, is gifting. When it comes to gifts and estate planning, there are laws and rules in place both federally and in the state of California.If you...