California residents likely read and hear about the different mistakes people can make in their estate plan. For some Californians, the biggest mistake may be in simply not having an estate plan. Unfortunately, people who fall into these common traps may have their...
Focused And Personalized Attention Concerning Your Estate Planning Needs
Month: April 2014
How to avoid common estate planning mistakes
People in California know that estate planning isn't something that happens overnight, and as life itself changes, the estate plan goes right along with it. An estate plan requires careful thought and reflection on a person's goals, aspirations, belief in the future,...
Handling finances after death requires trust and experience
People in California know that the only constant thing in life is change. People watch their children grow up and have children of their own. Friends and neighborhoods develop and change, and people make plans to suit their wishes as they transition from full-time...
Make time to think about estate planning
People in California lead busy lives, and most people like it that way. Not knowing what the day has in store can be an exciting and fulfilling way to live, but everybody still needs to take some time to reflect on the big picture. Part of getting the most enjoyment...