A healthcare proxy is a crucial part of a comprehensive estate plan. It allows individuals to designate someone to make medical decisions on their behalf if they become unable to do so. This document ensures that healthcare choices align with personal values and...
Estate Planning
What estate planning steps should blended families take?
Blended families face unique challenges when planning their estate. Estate planning ensures that everyone respects and protects each other's interests, reducing conflicts and potential legal issues. Here are some essential steps that blended families should consider...
What are the four basic steps in the estate planning process?
Estate planning is essential to ensure that your estate executor distributes your assets according to your wishes after you pass away. Understanding the actions you need to take will allow you to distribute your assets the way you desire. In California, the process...
I’m divorced, is my ex entitled to my estate?
Divorce can be a complex and emotional process. It often leads to questions about the division of assets and what happens after the court finalizes the divorce. One common question that arises is whether the court will award a person's estate to an ex-spouse after...
Ensuring stepchildren do not automatically inherit from you
Finding love a second time after a divorce can be a wonderful experience in your life, but it can also add greater complications to your estate planning. If you marry a new spouse who has children from a previous relationship, you should consider how to keep control...
Are there some items you should leave out of your will?
When it comes to creating a will, it is important to make sure you include everything you want to pass on to your loved ones. However, certain items might not be suitable for inclusion. Being aware of what is commonly excluded from wills helps you make wiser choices...
Why you still need an estate plan even with no kids or spouse
Having an estate plan is often associated with providing for one's spouse and children. However, individuals without either might question the necessity of such preparations. It is important to understand that even for those without immediate family ties, having an...
What are the parts of a will?
Creating a will is a step in planning for the future that some may feel hesitant about at first. However, this legal document that outlines how others should distribute a person's assets and belongings to their heirs is one of the most important ones they may make...
Could a reverse mortgage play a role in your estate planning?
When it comes to estate planning in California, individuals often seek comprehensive strategies to secure their financial future and ensure the smooth transfer of assets to their heirs. One option that some Californians consider is a reverse mortgage. A reverse...
How can undue influence happen to your older loved ones?
In the twilight years of your loved ones, estate planning helps ensure a seamless transition of their assets. However, this process can become a breeding ground for undue influence. Recognizing the signs and understanding the dynamics at play during estate planning is...