Estate Planning

You may have started your estate plan many years ago and never touched it since. Maybe you have a few documents in place, like your living will and a trust, or perhaps you have only your will.  It’s a good idea for you to remember that an estate plan is like a living...

In California and most other states, residents have the right to disinherit anyone. In other words, it is legal to leave family members, including your children, out of your will. If you are thinking about disinheriting a child or other relatives, that is your right....

Holographic (handwritten) wills are legal in California when they meet the basic standards required of a valid will. They must be written entirely by the testator (the person whose will it is) and signed by them. While a holographic will may be valid, it is preferable...

Couples expecting a baby often think a lot about what they can do to improve their child's future. Things like establishing a college fund might come to mind. But, there’s another critical bit of planning that you need to do.  Now is the time to get your estate plan...

So you have an estate plan in place? Congratulations! You are off to a great start. However, if you are yet to create one yet, this is the time to hook up with a professional estate planner so you secure your future and loved ones. But, once your estate plan is in...

It’s estimated that there are literally trillions of dollars in wealth that will soon change hands from one generation to the next -- and you want to be sure that your assets are among them. Before you start your estate plans, however, you should probably consider...

if you're looking into estate planning, you likely have a decent grasp of the benefits of sitting down and documenting your final wishes. Estate planning isn't just a process that aims to make sorting out who inherits your property after you're gone easier, though. It...

When you send your child off to college, you probably made sure they were up to date on their shots and that they had the right kind of bed sheets for those weird dorm mattresses. What you may not have considered is what would happen if your child had some kind of...

Many people assume that they need to include all of their assets in their will in order for those assets to go to their rightful heirs. However, there are some assets that don’t have to be included in a will because they are handled in other ways. It’s imperative that...

If you have elderly parents and you're unsure about whether they’ve drawn up an estate plan, then you may feel like you should talk with them. You might have heard from friends about the downsides of not having a plan in place. If you and your siblings are concerned...