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...
The Costs of an Estate Plan
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...
Joint Accounts and Your Estate Plan
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...
Estate Planning for New Parents
When your first child is born, your life changes completely. Any new parent will tell you that they would do anything to keep their child safe, happy, and healthy. As you cope with late night feedings, baby clothes, and mounds of diapers,...
Appointing a Guardian for Your Minor Child in California
Appointing a guardian is a critically important decision for the parents of any minor child. None of us wish to consider the possibility that we may pass away before seeing our children reach adulthood, but sadly millions of...
Estate Planning Mistakes to Avoid in California
Estate planning is often one of the last things that people consider when they analyze their finances. While some of us will eventually end up making an estate plan, many others die before ever creating an estate plan that protects their families left behind....
New Chatbot Strives to Make It Easier for People to Make End of Life Decisions
Fewer than half of all Americans have an estate plan in place, and this number is lowest among younger individuals, according to the most recent Gallup polls. Most of us are hesitant to discuss death, which often leads to delays in...
Estate Planning and Inherited Assets
Estate planning is a critical step towards preserving your legacy, yet fewer than half of all Americans have even a will in place, according to the most recent Gallup poll. Without an...
Estate Planning Essentials for Non-Traditional Families
The dynamic of the American family is ever shifting. Today, a large portion of Americans live in so-called “non-traditional” households. Non-traditional families often include unmarried couples or stepparents. While estate planning is critical for all adults, it becomes...
Keeping Up With the Kardashians’ Estate Plans
A few months ago we blogged about how Khloe Kardashian stepped in to make medical decisions for her estranged husband Lamar Odom even though they were in the process of getting divorced. We encouraged you to update your medical directives and healthcare power of attorney documents as you go through life and...