Focused And Personalized Attention Concerning Your Estate Planning Needs
According to a recent report by Wells Fargo, 65% of the people surveyed had not talked about their will or estate plan to their families. What makes that figure more shocking is those they surveyed were all investors. They should be more financially aware than most....
Imagine that one day, due to an accident or illness, the court decides you are incapable of looking after your affairs. Even if you disagree and claim you are fine, they could award someone conservatorship over you. They could name a complete stranger. By naming a...
Imagine your ex wakes up one day to find they have received a lump sum payout from your retirement account. Or, imagine your younger child discovers that your life insurance policy has gone entirely into the bank account of their older sibling. Both of these...
Whether you’ve recently moved to California or you’re in the process of preparing to move, you’ve got a lot on your mind and probably a to-do list that seems endless. If you have an estate plan that was drawn up in another state, don’t forget that it will need...
Even though LGBTQ rights have come a long way over the past few years, prejudice still exists. Some people and institutions continue to treat same-sex partners differently. If your family struggles to accept your sexuality, they could make things challenging for your...
When you agreed to execute your friend’s estate, you probably never thought the role would involve selling some of the estate’s assets. Yet this may be necessary. There are two reasons to sell an estate’s assets Executing an estate is not always straightforward. Here...
As a small business owner, it helps to realize that you cannot think about estate planning without including your business. If you fail to plan for succession, you may inadvertently devalue one of the most valuable assets you have to leave. What is business succession...
The current world situation has considerably reduced the country’s coffers. The government has needed to provide financial support to individuals and businesses. They may need to offer more. At some point, recuperating some of that money will become a priority....
When you think about creating an estate plan, some things are immediately apparent. For example, it is unlikely you will forget to arrange for your children to inherit your house. Yet, many people fail to make arrangements for other assets they own. If you forget to...
If your parent had Alzheimer’s, you understand first hand the complications this can bring. You may have had challenges dealing with their personal and financial affairs. You will also know that Alzheimer’s is hereditary. If a parent had it, the chances that you will...