Have you ever wondered how to protect your assets and ensure their distribution according to your wishes after you pass? A living trust might be the ideal solution for you. However, creating a trust is just the first step; funding it is equally crucial. It is...
Month: September 2024
Can I safeguard my choices if I become incapacitated in CA?
Contrary to popular belief, having an advance care plan is not only for seniors or people with serious illnesses. Anyone over the age of 18 should consider what would happen if they suddenly could not make decisions about their own health care or finances. Without a...
Is your estate plan ready for retirement?
Contrary to popular belief, estate planning is a dynamic process that requires regular attention and updates. As your life undergoes major changes – from buying a new home to starting a family – your estate plan must also evolve to reflect these milestones. One of the...
Trust vs. wills: The best choice for your situation
Major life changes—marriage, divorce, the birth of a child—can all lead to an individual considering their end-of-life choices. Estate planning, then, becomes a crucial step in achieving peace of mind. Within that larger rubric, though, estate planning requires...