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.
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...
Many people believe that their estate plans will help their loved ones understand their wishes. While a well-executed plan can certainly achieve that goal, some people may make mistakes when creating their wills and other documents that result in difficulties for...
Estate planning is something that many California residents and those elsewhere do not fully understand. They may think that they just need a will and then their affairs will be in order. However, there are different types of wills, and the one that best fits a...
The start of a new year is often a time that people start assessing certain aspects of their lives. Though some people may not have gotten a jump-start on this assessment on New Year's Day, there is still plenty of time to consider ways to plan for the future. In...
Not everyone gets along with their close family members. Some parents and children may become estranged, or siblings may have strained relationships that go beyond simple rivalry. As a result, when individuals create their wills and other estate planning documents,...
Many California residents may have the best of intentions when it comes to creating their estate plans. They may want their wills and other documents to help their loved ones settle important matters after their passing. However, certain mistakes could make that...
Many California residents feel like there is no greater joy than having children. For new parents, the feelings of excitement, happiness and love for their new child may be overwhelming. Because they undoubtedly want to do what they can to protect their child in...
When trying to get certain affairs in order well ahead of time, it can be easy to overlook some details. For instance, while many California residents are focused on using their wills to distribute their physical assets after their passing, they may overlook the fact...
Taking the steps to create an estate plan is a major endeavor. California residents need to assess many small details of their lives and make major decisions about extremely personal topics. As a result, it is important that wills and other planning documents are kept...
Though most people understand that estate planning is important, they may not get started on their plans as early as they should. Many people begin working on their wills when they are nearing retirement, but really, any adult, young or old, could benefit from...
