How can my estate plan help to take care of me during my life?Most of us think of estate planning as a necessary step to protect our loved ones after death. Through the use of wills and trusts, we can ensure our spouses, children, and other loved ones are provided for in the event...
Don’t Forget About You in Your Estate Plan Continue reading…
Estate Planning is Not Just For the Wealthy
Why is it important for everyone to have a will?
Estate Planning is Not Just For the Wealthy Continue reading…
Estate planning is critically important for those in all financial situations. Estate plans range in complexity from simple wills to complex multi-generational trusts. Your estate plan accomplishes far more than just transferring your assets upon your death. With your...
Charitable Giving Through Your Estate Plan
What is a charitable remainder trust?
Giving to charity is a wonderful legacy to leave behind. With your charitable donations, you can truly make a difference to a cause that you hold near and dear. There are many ways both during your lifetime and after your death that you can give to charity. Charitable giving...
Charitable Giving Through Your Estate Plan Continue reading…
When It Comes to Estate Planning, Do Not Procrastinate
Why is it important for me to start creating an estate plan well before retirement?
When It Comes to Estate Planning, Do Not Procrastinate Continue reading…
There are numerous reasons why people put off estate planning. Many of us simply do not want to deal with our own mortality, so we keep delaying a discussion of the topic. Others do not want to...
Estate Planning Mistakes to Avoid
How can I protect my family through estate planning?
Estate Planning Mistakes to Avoid Continue reading…
Your family is your most treasured asset. Many of us strive our whole lives to set aside money and assets to ensure our family will be cared for after our deaths. Without a comprehensive estate plan in place, however, your hard earned assets...
Protecting Your Assets With a Trust
What is an irrevocable trust?
Protecting Your Assets With a Trust Continue reading…
You’ve worked hard your entire life to provide for yourself and your family. Now, you want to protect your assets in the face of an uncertain future. Trusts can offer a way to protect your assets from creditors during your lifetime and after your...
The Costs of an Estate Plan
How much does an estate plan cost?
The Costs of an Estate Plan Continue reading…
One of the primary reasons people put off estate planning is concern over the cost. Creating a will, trust, and other estate planning documents will cost you some money up front. The exact cost of your estate plan will depend on the...
How Should Your Estate Plan Change in Response to Trump’s Tax Plan?
President Trump and the GOP have unveiled a potential tax reform plan that could impact your estate plan. Any Californian with an estate plan in place, or those who have put off estate planning, should take the time now to fortify their estate plan in the face of potential tax changes. Our...
Joint Accounts and Your Estate Plan
How might joint accounts form a part of my estate plan?
Joint Accounts and Your Estate Plan Continue reading…
A thorough and effective estate plan will involve many components. Joint accounts and pay on death accounts can form a central part of any estate plan. A joint account is a financial account held by more than one...
Exploring Revocable Living Trusts
What are the benefits of using a revocable living trust?
Exploring Revocable Living Trusts Continue reading…
Revocable living trusts have become increasingly popular in recent years, and for good reason. This type of trust offers several financial advantages when passing your assets down to your heirs. For those just starting out on the estate planning...