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The chances that you’ll need long-term care at some point in the future is probably higher than you realize. In fact, someone turning 65 has about a 70% chance of needing some sort of long-term care in the future. And this long-term care can be extraordinarily...
Planning for, or dealing with, an incapacitation can be one of the most difficult aspects of estate planning. Your loved ones mean everything to you and you want to ensure they’re cared for properly. If you’re new to this area of California law, you’re probably...
The term, “incapacity plan,” refers to that part of your estate plan that activates when (if) you become incapacitated but are still alive. It can be extremely important. About two-thirds of us still do not even have a will, at least according to Caring.com. However,...
A successor trustee in California has many responsibilities. A successor trustee is someone who steps into the role of the grantor, who is the person who established a trust after that person passes away. One of the biggest actions you may need to take as a successor...
Planning for incapacity is not something estate planners always immediately think of but it is as important as other parts of their estate plan. It addresses what medical care they want to receive, or do not wish to receive, and who will be directing that medical care...
Estate planning is never an easy subject. Thinking about what happens after you are gone is not often a subject people want to think about. Even so, estate planning and will creation is something that everyone should do. People are so opposed to estate planning...
It’s good to prepare for anything that might come our way. Many of us take months to prepare for a wedding or moving to another city, but when it comes to estate planning, we tend to push it aside, year after year. There are a lot of myths surrounding estate planning,...
Asset protection techniques include the steps an individual can take to avoid the potential loss of property when targeted by a lawsuit. These techniques can be important to understand for people living in a litigious state like California. The foundation of asset...
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...
