In light of the recent concerns regarding the Covid-19 virus, protecting our clients and their legacies remains our most important focus.
We are encouraging all current and future clients to meet with us via phone or video conference. Please contact our office to discuss your options.
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...
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...
When a person dies without a will or any other estate planning documents, surviving loved ones can have a difficult time handling the remaining affairs. In some cases, documents may later be discovered that could shed light on estate administration issues, but...
Handling a deceased loved one's final affairs means that an executor will need to put in a lot of time and work. Though some steps of estate administration may seem straightforward, like having to find the decedent's assets, the actions are often not as easy as...
The idea of settling someone's final affairs can seem daunting. Indeed, the process of estate administration can have its complications, and an executor has a number of duties to address. This person also has to make sure that all steps taken to close the estate are...
Recent news reports indicate that the estate of Aretha Franklin is moving forward without a hitch, but the question remains whether the decedent had a will. Aretha, who died on Aug. 16, 2018 was a resident of another state at the time of death so that the estate...
