If you have children, you likely love all them equally. Yet, when it comes to estate planning, you will need to consider more than the strength of your relationship with them. Your children may have differing circumstances and needs, and it may be inappropriate to...
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Blog
Common pitfalls to avoid with beneficiary designations
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...
Accounting for problem children in an estate plan
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...
The tasks of the executor of a will
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...
Important things to update on your will
Discussing a will isn't exciting, but it's an important conversation that can give you peace of mind. The next step involves creating a customized estate plan. Each individual's goals, wishes, and assets are unique, and the estate plan should reflect that.This is...