Creating an estate plan is a personal and often private process. It is important to make sure that your loved ones have the freedom and capacity to make their own decisions. Undue influence during estate planning can lead to questionable or even illegal outcomes....
Month: June 2023
What is the federal estate tax exemption?
According to CNBC, 67% of Americans in 2022 did not have an estate plan. Estate planning, while a challenging task, remains an essential part of securing your family's financial future. This is because careful financial planning puts your money and assets into your...
Is it time to update your estate plan?
Creating an estate plan is a crucial part of preparation for end of life matters. The first step: actually create the plan itself. But the work does not end there. After creating an estate plan, it is important to keep it updated along with the changes in your life....
Consequences of dying without a will in California
Planning for the distribution of assets after death is an important aspect of estate planning. However, not everyone takes the time to create a will. In California, dying without a will, also known as dying intestate, can have significant consequences. This article...