Estate Planning

Estate planning is an important activity for all adults. Someone who has just turned 18 and plans to leave for college may need an estate plan. Someone who just got married or who had a baby would also likely benefit from an estate plan to put protections in place for...

An estate plan is a set of legal documents that helps determine how someone's affairs should be handled at the end of their life. Many people create estate plans early in case of an emergency. However, these estate plans often sit around collecting dust, which can...

You may wonder what you can do about your estate after you pass away. If you want to control what happens to your assets and personal effects after you die, an estate plan is essential. Making an estate plan is the process of anticipating your passing and instructing...

There are many points in life during which an individual may have to consider their own mortality and what may happen in the future. For example, the months leading up to someone's retirement are one of the times in which people have to accept the consequences of...

Probate is the legal process of administering your estate after you are gone. The court-controlled affair involves organizing your assets and paying off your estate's taxes and debts before distributing them to your heirs per the will. It may seem a pretty...

A will is one of the most important legal documents you can ever create. Done right, a will can give you peace of mind knowing that your hard-earned assets will pass down to the people and causes you care about.  For your California will to be enforceable, however, it...

Many people don’t consider creating their estate plan. They may think it’s only for the wealthy or that they are too young. However, even though we don’t like to think about our mortality, it’s essential to be prepared for the eventuality. But what if you have already...

Creating an estate plan is ideal for two reasons: it gives you control over how your assets are handled after your death, and it provides your beneficiaries some financial comfort. Nonetheless, some people are hesitant to make an estate plan due to the misconceptions...

One big mistake that people in California may make in their estate plan is carefully preparing a will or trust but neglecting their beneficiary designations. It can be easy to overlook these documents, but since they usually override wills and trusts, it is important...