Category Archives: Estate Planning

client estate plan

5 Steps for Taking Care of Your Loved One’s Estate

The death of a loved one is never easy. When someone you love passes away, you may have no idea what to do next. The last thing on your mind is probably taking care of all of their personal matters. However, doing so is imperative. That’s why it’s important to know what steps you should […]

  • Posted on: Dec 17 2021
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daughter helping elderly mother with estate plan

Ways to Pay for Your Aging Parents’ Nursing Home Care

It can be very difficult to accept that your parents are aging. They may become slower and tasks that were once simple may become exceedingly difficult. Their mental health may also begin to deteriorate. If you can no longer provide your parents with the proper care that they need, you may be left wondering what […]

  • Posted on: Nov 30 2021
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estate planning

Assurances in Granting Wealth

It can take a lot of hard work and time to finally accumulate a good amount of wealth. When you work that hard to get what you have, you may have fears about what will happen to your money when you pass it down. While many people have fears about passing down their wealth, here’s […]

  • Posted on: Oct 24 2021
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cash banking

Can You Access Cash on the Death of Your Loved One?

When you become disabled or pass away, bills and other necessities don’t just stop. Whether it’s buying groceries for you or paying for your funeral, your loved ones likely need a way to access your funds. However, if all of your money is solely in your name for your bank account or your trust, your […]

  • Posted on: Aug 27 2021
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blended family

What Every Blended Family in CA Should Know About Estate Planning

While divorce and remarriage can sometimes be the best solution, blended families often have it a bit more difficult when it comes to estate planning. That’s why it’s so important to have an open dialogue with your future spouse about your estate planning prior to getting married again. Here is what every blended family in […]

  • Posted on: Jun 26 2021
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advance health care directive

California End-of-Life Decisions

There are a lot of difficult aspects of estate planning, but perhaps one of the most difficult is admitting to our own mortality. No one wants to think about the end of his or her life, but it’s important that you look at all of your options. Everyone should be entitled to live and die […]

  • Posted on: May 24 2021
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estate plan

Top 4 Reasons to Hire an Attorney When a Loved One Passes Away

When a loved one passes away, you may be overcome with grief and not even thinking about their estate. However, if you are a beneficiary of their estate, it’s important to know whether you should hire an attorney. Although there is likely already an attorney involved, he or she is probably acting in the interest […]

  • Posted on: Mar 25 2021
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client estate plan

Is Estate Planning Only For Asset Distribution?

Estate planning is extremely important when it comes to asset distribution. It serves as a great way to be sure that your assets are properly given to the correct recipients upon your passing. In doing so it also helps to make sure that your loved ones are cared for.  Why It’s Important to Have an […]

  • Posted on: Jan 25 2021
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estate plan

Charitable Giving and Your Estate Plan: What to Know

For many people, charitable giving is a normal part of life. But for others, charitable giving is also a part of their death. Many people choose to donate to charity when they pass away by implementing charitable giving into their estate plan to support the cause or causes they care about the most. You can […]

  • Posted on: Dec 18 2020
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older parent and chld

Positive Reasons for Disinheriting a Child

The concept of disinheriting a child is one that commonly conjures up feelings of parental disapproval and broken relationships. However, while these are reasons for disinheritance, they aren’t the only ones. Sometimes there are positive reasons as to why a parent would disinherit his or her child. The Child is Financially Secure Enough When parents […]

  • Posted on: Oct 23 2020
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