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Marriages come with many changes, and you should update your estate plan to reflect this happy event in your life. However, if you or your spouse have children from a prior relationship, you should take additional steps to protect their inheritance. Who will act as...
When Californians get a life insurance policy or open a retirement account, one of the first steps is to fill out a beneficiary designation. This specifies who the assets should go to when the creator dies. However, it is not uncommon for people to forget to update...
Many Californians have some familiarity with wills and trusts, whereas others are just starting to learn the differences and potential benefits of each. When parents have children, it is important to think about not only how to fairly divide the assets among the kids...
When thinking about the future and making a plan to pass on assets, a California resident may consider who they want to name as beneficiaries and how to structure their estate plan. However, they may also want to closely consider who they'll name as the executor of...
Losing a loved one is a complex experience. There are emotional aspects to consider as well as logical obligations to handle, such as seeing the estate through probate. It can be difficult for any California resident to go through, and even if parties do not act as...
The executor of a California estate has a lot of responsibilities. Because it is important to know exactly what assets are part of the estate, many states require that the executor complete an inventory of the remaining assets during probate proceedings. The parties...
When estate planning, it can sometimes seem as if there are more questions than answers. However, asking certain questions can help California residents ensure that they make the best choices for their plans. For example, individuals utilizing trusts as part of their...
Many California residents have giving attitudes and hearts. They want to help others as much as they can, especially in charitable capacities. For some individuals, continuing that giving after their passing may be a desired goal. Fortunately, there are various ways...
Now in your mid-40s, you start putting together an estate plan. As you do it, you begin wondering about your own parents. They are closer to needing the plan than you are -- in theory, at least -- but you do not know if they have done anything yet.You begin to worry....
When considering the many tools available to create an estate plan, some California residents may wonder whether they need more than a will. While a will certainly is a useful and essential estate planning document, other tools can help make a plan more comprehensive....
