Don’t Be Childish – Plan Ahead
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Emergency Estate Plans Available Now
Yes, We’re Open In the wake of the pandemic and social distancing, people are concerned about whether they can still obtain an Advance Health Care Directive, Power of Attorney, Will and/or Trust. The answer is yes! Law firms are “essential” businesses, and we are able to serve our community electronically and telephonically worldwide for California…
Adulting: Step 1
An estate planning client once expressed to me with excitement, and upon completion of their estate planning consultation, that there was a great sense of accomplishment and relief in having engaged in such serious “adulting,” and to have answered some of life’s more challenging questions. What is Adulting? It’s true, estate planning is a major…
College Bound Student Checklist, A Suggestion
Brand new adults should get an Advance Health Care Directive and a Durable Power of Attorney for Finances before they are sent off for college. These two documents work together to protect a parent’s ability to access their young adult’s life should their child become incapacitated – when they need it most. In the absence…
Estate Planning Consultation Preparation
Getting Started Congratulations! You are now one of the responsible individuals who have decided it’s time to prepare ahead. We do custom estate planning to help individuals like you design their future the way they like. Our motto is “Your Life. Your Legacy.” It’s time to do some Estate Planning Consultation Preparation. To get started, you’re…
What is intestate succession?
Intestate succession refers to the scenario when a person dies and leaves no will, no trust, no instrument or written instructions whatsoever to dictate what will happen to the person or their things once they are gone. Under those conditions, state law will determine where that persons things will go. No, the state does not…
January Checklist
January Checklist: Start your New Year’s Resolution and get your affairs in order. Now is a great time to get your business and personal affairs in order. 2018 is a good year to incorporate your business, set up your living trust, amend any legal documents, and get things in line for the future. There are…
New Year. New Tax Plan. Same Estate Plan?
The year 2018 brings some changes to the law which may affect your estate plan – likely for the better for most individuals. Regardless of your opinion of the “Tax Cuts and Jobs Act,” [the “Act”] it is now law, and your situation must be assessed in light of the changes made for purposes of…
New Year, New Estate Plan
Estate Planning Is A Responsible New Year’s Resolution The New Year is a time for reflection, and such introspection usually leads to making decisions to live life better, to pursue new goals, and to renew commitment to old goals. This year, consider adding estate planning to your list of resolutions. Why estate planning? It’s about responsibility. Estate…