Planning for the future means taking steps to protect your well-being and the well-being of your loved ones. An important tool in this planning is a power of attorney. Including a power of attorney in your estate plan can offer you peace of mind, and it is helpful to...
Having a California estate plan put together helps ensure that you have plans in place should the unexpected occur. It also gives you a way to choose who you want to take ownership of your assets after your death. Yet, many people neglect to put estate plans together,...
Estate planning is an ongoing process that should evolve as your life changes. One of these changes is switching jobs, which often brings shifts in financial status and benefits. This transition can affect various elements of your estate plan. Therefore, updating your...
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....
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...
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....
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...
Creating an estate plan helps safeguard your assets and provide for your loved ones in the future. However, misconceptions surrounding estate planning can lead to confusion and potential mistakes. Here are a few myths about estate planning that people commonly...
Writing a will is arguably the most effective way to cement your legacy. After all, with a legally valid will, you can leave assets to those who mean the most to you. After you die, your loved ones can enjoy your gifts while remembering you fondly. According to...
Estate planning allows you to take action and secure the transition of your assets and personal items to those you designate within your documents. When setting out to determine how to create an effective and fair estate plan, you may want to consider other tools you...