When did you make your estate plans? It may be so long ago that you’re having a hard time putting a date on it. If it’s been that long, then it may be out-of-date. While an estate plan doesn’t expire, an out-of-date estate plan could cause issues for your executor and...
Many Americans are able to stay in their homes as they get farther into their senior years. Those without family nearby often rely on part-time or full-time caregivers to help them with things they can no longer do themselves. If you have a caregiver you rely on and...
The birth of a child is an event that often prompts parents to get their estate plans in order. Usually, they’re concerned about naming someone to step into their shoes if the worst happens. Choosing a legal guardian for your child is an important decision that...
If you own a business, chances are that you conduct a significant amount of your company’s financial transactions, ordering and advertising online. You probably conduct a significant amount of your business electronically, as well. As a result, it is going to be...
As you start your estate planning, one of the most important decisions you’ll make is who will be the executor. Sometimes referred to as the personal representative, this is the person who will be in charge of carrying out everything you’ve detailed in your estate...
Today you are fine, but later today you might not be. You could suffer severe injuries in a car crash, be shot dead by a stranger or suffer another unexpected event that means someone else needs to run your business. Consider what that would mean for others. Even if...
Starting and growing a business is a good thing. However, keeping it in good standing for years to the point of passing it down to your family is incredible. The chances are you want your company and family legacy to continue for years. Business succession can help...
People with no close family still living and no children or spouse often give little thought to estate planning. If you’re this group, however, as increasingly more Californians are, estate planning is especially important. If you die without a will (intestate), your...
Oftentimes, adults who reside in California procrastinate about estate planning. They tell themselves that they can wait for a few more years before they put together a will. Even when they do sit down to draft crucial estate planning documents, they may rush through...
You love your mom or dad very much, and the thought of losing them breaks your heart – but you know that it’s important to have practical conversations about their end-of-life wishes long before the situation happens. This is especially true when you’ve been asked to...