Your wills and trusts contain crucial information towards your asset distribution upon death as well as medical preferences in the later years of your life. However, several circumstances can occur where you could either lose it or not know how to access it. While...
Year: 2018
3 reasons new parents need a will
At the beginning of parenthood, it can feel completely overwhelming. There's a lot to take in and the responsibilities seem endless.With the chaos and excitement that comes with a new baby, it's easy to ignore something like your estate plan. After all, there are...
Things to change in your estate plan during a divorce
Divorce is a difficult process and can drag on longer than most would like.Because of the uncertain nature of divorce, it can be prudent to make changes to your estate plan while it's ongoing. You cannot write your soon-to-be ex-spouse out of your will but there are...
Avoid these common mistakes in your estate plan
Estate planning can feel overwhelming, but it doesn't have to. It can be difficult to know where to start, which may explain why so many put it off.However, even those who don't procrastinate with their estate planning can still make some pretty serious mistakes. It's...
What is a living trust and do you need one?
If you are thinking about creating an estate plan, you may know that you need to prepare a will. But do you know other aspects of estate planning, such as a living trust? You may believe that a trust is something just for famous people, however, that is not true. Your...
Elements of a California living trust
You are reaching retirement age, and you know which of your loved ones you want receiving your acquired assets. Perhaps you want to hand down your family business to your son, you want to gift your expensive, collectible car to your daughter, and you want to leave...