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Estate Planning

What to do with a home in estate planning

Many California residents have a will that specifies how their assets will be distributed after their deaths. As individuals near retirement age, the issue of how a person's home will be handled often arises. Financial experts report that since a home is likely the...

Estate planning important for everyone

What could happen if a California resident has not planned for the future? Perhaps a catastrophic illness or accident leaves a person incapacitated and unable to make decisions or provide personal care. If this unfortunate situation happens to someone who has not done...

Estate planning in a digitally-based world

Before the internet, California residents building estate portfolios likely did not discuss digital assets. In fact, most people would probably wonder what they are. Nowadays, however, the majority of people in this state and throughout the country are tapped into an...

The ABCs of good estate planning

Sometimes life can get rather complicated. Most California residents, especially those raising families, would agree. In many situations, however, such as where estate planning is concerned, there are several tangible steps that can be taken to keep things organized...

Estate planning may bring peace of mind

Considering what will become of one's property, assets and/or business interests after death is something not every California resident likes to do. In fact, some people don't even like to broach such topics. Others understand how valuable the estate planning process...