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 If it’s been that long, then it may be out-of-date. While an estate plan doesn’t expire, an out-of-date estate plan could cause issues for your executor and...
A power of attorney is a document that you can add to your estate plan. It’s used to authorize other people to make your decisions. There are many legal, financial and medical decisions that only you can make for yourself, so someone else needs to be authorized in...
It's important to go beyond simply transferring your assets to loved ones when crafting your estate plan. You should also consider protecting your assets from potential risks and threats even after your death. That's where a trust comes into play. It can be a valuable...
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...
As you age and lose your independence, you are likely to find yourself in a nursing home facility. But nursing home care is never cheap. The good news, however, is that there are steps you can take to avoid depleting your estate while paying for the care you need in...
While they may sound like completely different strategies for how you’ll deal with your business once you’re no longer in a position to run it, they’re not as separate as you’d imagine. They both put into action a plan for how you’ll move your business to someone...
Planning for every aspect of your business, from formation to growth, is crucial. However, you also need to plan how you will pass it down should you be unable to run it. And this does not necessarily mean when you die. Business succession planning is not only for...
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...
Long-term care planning for veterans often involves navigating and coordinating multiple benefit programs. Medi-Cal, California's Medicaid program, and the Veterans Affairs (VA) Aid and Attendance program are two significant resources. The Veterans Benefits...
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...