Benefits of a 529 Savings Plan as Part of Your Estate Plan

Posted on December 16, 2020

There seems to be more talk about 529 Savings Plans recently. A 529 plan is a savings plan with tax advantages that is designed to encourage people to save for the future costs of education. It may then be no wonder that more and more people are talking about 529 plans as...

Times You Should Review Your Estate Plan

Posted on December 1, 2020

Having an estate plan in place means that you have taken a significant step in protecting a future you want for yourself and your loved ones. Establishing an estate plan, however, does not mean the process is over. Over time, our lives can significantly change. Our family dynamics change, family structures...

New to California? Why You May Want to Update Your Estate Plan

Posted on November 1, 2020

Putting an estate plan in place is a valuable step in helping protect your future and the future of your loved ones. To be most effective, however, an estate plan should remain as up to date as possible. This means that, especially in light of major life events, you should take...

Why Shouldn’t I Take Care of My Own Estate Planning with Online Documents?

Posted on October 1, 2020

Now that just about everyone is using the internet to accomplish a multitude of tasks, from shopping to social interaction to finding out the latest news to paying their bills, you might wonder why you shouldn't do your estate planning online. This may be an especially common question in 2020 when...

How to Create a Valid Will in California

Posted on September 1, 2020

A Last Will and Testament, usually referred to as simply a “will,” can accomplish many things in your estate plan. It is perhaps best known for being the mechanism outlining how you wish your property to be distributed after you pass away. A will, however, can do much more. You can...

A Look At What Can Happen If You Never Name a Guardian for Your Minor Child

Posted on August 1, 2020

How can I avoid a family feud over the care of my children? One of the greatest fears of any parent is what would happen to their children in the event of their unexpected death. While none of us wish to think of such a tragic occurrence, the reality is that accidents and...

The Importance of Health Care Directives

Posted on July 15, 2020

Estate planning involves establishing a series of legal documents that provide critical protections to you and your family’s future. It is about so much more than distribution of assets to beneficiaries, although that is a large part of it. Estate planning also involves establishing legal protections to ensure you receive the health care...

Be Sure Your Digital Assets are Included in Your Estate Plan

Posted on June 15, 2020

How can I pass down my bitcoin or other digital currencies to my heirs? Witnessing the death and illness overtaking the world as the coronavirus spreads has many people rushing to create an estate plan, or updating their existing plan. Ensuring that you have a complete, comprehensive, and up-to-date estate plan will offer you much...

Review Your Trust Today with the SECURE Act

Posted on May 17, 2020

How might the SECURE Act alter the setup of my trust? President Trump recently signed the Setting Every Community Up For Retirement Enhancement (SECURE) Act. This sweeping piece of legislation will bring about the most significant changes that the field of retirement law has seen in the past 13 years. One critical portion of the...

Focusing on Your Estate Plan in 2020

Posted on December 1, 2019

Why should making an estate plan be a part of your New Year’s resolution? As you kick off the New Year and step into a whole new decade, now is an ideal time to address the issue of estate planning. Creating an estate plan is critical to the protection of your hard-earned assets, your health,...