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Estate Planning and Probate Planning

Probate is the court process to distribute someone's estate after their death, even if there is a will and is notoriously slow in California.

Posted on: August 10, 2020

What are the Estate Planning Basics?

It's never too early to start working on how your things will be handled, once you pass away.

Posted on: August 7, 2020

What Is a Will Codicil?

Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.

Posted on: August 6, 2020

What Happens If Power of Attorney Documents are Rejected?

The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.

Posted on: August 5, 2020

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

Posted on: August 4, 2020

Can I Protect My Estate with Life Insurance?

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

Posted on: August 3, 2020

Preparing Children for Inheritances in the Future

By discussing finances with your children early and often, you can set them—and future generations—up for success, when it's time to receive the wealth you've accrued.

Posted on: July 31, 2020

How Do I Include Care for My Children in Estate Planning?

Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…

Posted on: July 30, 2020

There Is a Difference between Probate and Trust Administration

Probate and trust administration are not the same. There are important differences and similarities between administering a decedent’s probate estate and administering a decedent’s trust estate.

Posted on: July 29, 2020

Estate Planning Is a Gift and a Legacy for Loved Ones

Talking about death makes most of us uncomfortable, so we don't plan for it. That's a big mistake, because if you don't have an end-of-life plan, your state's laws decide who gets everything you own.

Posted on: July 27, 2020