When it comes to estate planning, a little information can go a long way. In our blog, our legal team explores common problems we see when reviewing estate plans, as well as tips you can put into practice immediately to protect your future.
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Why Unmarried California Couples Need an Estate Plan California law favors spouses and close relatives when it comes to inheritance, which means unmarried couples must be proactive in estate planning. -
Preparing for the Unexpected Having the right estate planning documents in place is crucial, but even more so if you're away from home and may need to be unexpectedly rushed to the hospital -
Why You Need to Review Your Estate Plan Even if you have a will or trust, tax laws can change or you may decide to move to another state. Learn more here about why you need to review your estate plan. -
Understanding Charitable Trusts in California Creating a charitable trust is a great way to help others after you’re gone, while helping loved ones and yourself while you’re alive. -
Choosing the Ideal Guardian for Your Children If you have children, you should have a will that names a guardian for them. Here, learn more about choosing the right person to care for your children. -
Writing Your Own Will Could Be a Financial Mistake Writing your own will can be risky, even if you believe you understand the process and necessary paperwork. DIY wills can end up being costly for your family. -
URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children - Here are some frequently asked questions about Prop 19. California voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment. -
URGENT BREAKING NEWS: You May Need to Act NOW To Preserve Your Home’s Low Property Taxes for Your Children California voters approved Prop 19 that may dramatically reduce your children’s ability to retain your below market property tax assessment. Learn more here. -
How Californians Can Pass Along Tangible Assets to Loved Ones If you're wondering what the best way to pass along your tangible assets to your loved ones, here's some tips on some of the best ways to do this. -
Safe Holiday Tips During a Pandemic Looking for some tips on how you can enjoy the holidays with friends and family during the COVID-19 pandemic? Here's some tips on how to have a safe holiday! -
Beware of These Ongoing Scams! (And Tips on How to Avoid Falling Victim to Them) Beware of these latest scams and find out some of the best tips to avoid becoming the next victim of fraud. -
Lots to Be Thankful for in 2020 Lots to Be Thankful for in 2020 - November 2020 Newsletter 2020 has been an extremely difficult year for EVERYONE. Especially for those who have lost loved ones due to the pandemic, to those who have lost their jobs, who have faced the challenges of stay-at-home living, working and distance learning for their kids, and all of us who could not escape the heated media coverage and personal conversations around politics, elections, racism, and civil unrest.
