Estate Planning

Financial elder abuse is becoming more prevalent as aging baby boomers swell the ranks of the retired. Senior citizens can easily become confused by information bombarding them on the internet, and they are frequently too trusting when scam artists contact them with...

It is essential to update an estate plan and to keep it current with any changes in the estate planner’s life. As part of the estate planning process, it is helpful for estate planners to know when they should consider revisiting their estate plan to update it. The...

You feel good about your estate plan. You accounted for all your heirs, benefactors and assets, but have you chosen a health care proxy? If you become incapacitated and unable to express your medical decisions, your health care proxy voices your desires. Learn how to...

While planning your estate, questions from your beneficiaries may come up regarding probate. Probate is often seen as a frustrating step in the estate process, but when handled correctly, you should not have to worry about it being inefficient. Definition Probate is...

California business owners understand the importance of planning. Every aspect of a business is something you must plan with care. Unfortunately, a lot gets lost in the details. People may not know what to prioritize either. For example, do you know how early you...

Another trip down the aisle necessitates some life changes, such as the blending of bank accounts and children. Another change may not spring to mind right away, but it should: your estate plan. When it comes to remarrying, you or your new spouse may have children...

After California residents create an estate plan, what is next? Some people may erroneously believe that is all there is to it. But an estate plan should evolve to suit your life as it changes. Today we will answer the question of whether you should update your estate...

California estates range wildly depending on how you have prepared and invested. When you pass on, you do not want to see more of your estate go to the government than to your loved ones you leave behind. Luckily, there are options you can take before and after to...

Are you a resident of California who is starting to work on your will or estate plan? If so, have you considered who your estate executor will be? This is one of the most important questions you must answer. The executor for your estate is a crucial part of estate...

There are various changes in one's life that necessitate changes to an existing estate plan or prompt someone to take a different approach while creating a will or a trust. For example, those who have a high net worth or a loved one with special needs often have...