Thinking about your own mortality can be a challenging thing to do. Yet, coming to terms with the inevitable is the first step in being proactive about planning for your estate and the financial security of your loved ones.So, how do you go about talking to your...
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If you're reading this blog, then you may be interested in creating or modifying an existing estate plan. Many Californians find themselves overwhelmed by the mere thought of taking such actions.Some find it difficult to discuss and plan for their own mortality, while...
Don’t forget to address digital assets in estate plan
It wasn't that long ago that everything a person owned could be physically touched. Money, items of personal property, journals, and even photographs could be held in one's hand. Nowadays, though, much of our lives has be digitized. Thousands of dollars can change...
The ancillary probate process and how to avoid it
Many Californians own significant property that they want to protect for their heirs and beneficiaries. Although these individuals may be familiar with estate planning and how it can be utilized to avoid the long, drawn-out probate process, they may not be aware of...
Estate planning is crucial for those with serious illnesses
It's a scary reality that millions of Americans live with a chronic illness. In fact, some statistics indicate that more than 130 million people are affected by these conditions, and that number is only expected to grow for the foreseeable future.Some of these...
Have confidence when drafting your will
On its face, estate planning can seem relatively easy, especially for those who just want to leave their assets to their spouse or children. For these individuals, a simple will may suffice to meet their needs, but even these documents can be fraught with legal...
Proposed law may change how IRAs are handled in estate plans
For many Californians, their retirement accounts make up a significant part of their estate. Pension plans, 401(k)s, and IRAs are some of the major accounts. When properly addressed in an estate plan, Californians can rest assured that their assets will pass into the...
Single parents can benefit from holistic estate planning
The truth is that estate planning can be beneficial for anyone. Still, many Californians mistakenly think that estate planning is reserved for those with massive amounts of wealth and large families. In order to see its benefits, one just needs to be able to look...
The dangers of self-help estate planning
Self-help resources abound in our technological age. They can help you learn to do just about anything, from build a house to draw cartoons. Estate planning is no exception. Many online businesses offer cheap services to help individuals create wills, trusts, and...
Estate planning for blended families
There can be a lot to deal with when two California families combine into one. This is often seen in the context of blended families when one individual with children marries another individual who is not the children's parent. In some instances, each spouse has...