I tell clients if you don’t have a plan in place, the State of California has one for you. It’s called probate. Do you really want your family arguing over your finances?

“I’m too young.” It is never too early to start planning for your future. “We did our wills right after we got married 30 years ago and see no need for further planning.” Your life changes in 30 years time, your estate plan should to.

More than ever, we are reminded that life is uncertain and we never know what could happen to us and when, even if we are simply enjoying an outdoor concert. In light of recent events, the importance of having an up-to-date estate plan takes on a renewed significance.

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Take Your Power Back from COVID-19: Estate Planning Steps to Protect Yourself and Your Loved Ones

April 30, 2020

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