Every year, thousands of Americans neglect to create estate plans. There are various different justifications people utilize to avoid estate planning, such as not having enough time and the cost being excessive.

The last thing anyone wants to think about after the death of their spouse is “What’s next?” Emotions run high after the death of a loved one or spouse, making it a challenge to chart the way forward. Make sure to speak with your estate planning attorney.

If the estate tax is no longer a concern, it doesn’t mean that clients shouldn’t still undertake to do planning. Far from it! Why? Because mental disability can strike at any time, and assuredly we will all die at some point, proper estate planning can eliminate the...

Today your approach to estate planning and retirement must change. You need to account for all the challenges and pitfalls that are unique to the rapidly changing world in which we now live.

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.

Estate planning can be complex. And when it comes to probate and non-probate assets, the complexities can be baffling.  Know the distinctions.  Understand how these two asset classes are set up in your estate. 

Doing so could help reduce misunderstandings amon...

You've worked hard, made smart decisions with your money, and planned for your retirement. But have you protected your assets for the long haul?  If you become incapacitated, then will your money be protected? You may think that if you have a will, then you're covered....

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5 Reasons You Should Have A Trust

August 24, 2017

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