Estate Planning Archives

Medical instructions can be key to successful estate planning

A lot of estate planning is focused on the distribution of wealth upon an individual's passing. While this is certainly an important aspect of the estate planning process, it is only a portion of what should be a comprehensive estate planning approach.

Dealing with retirement accounts during estate planning

Many people have retirement accounts and other investments, as well as Social Security benefits that they have worked hard to earn and build. Although these individuals hope to take advantage of these resources when the time comes, they don't always live long enough to do so. In those instances, major questions can be raised about how those assets will be distributed. Without an effective estate plan, those financial resources may be passed down to someone who doesn't deserve them.

Is a simple will enough for your estate planning needs?

Estate plans can look different depending on the assets, individuals, and wishes involved. While newly created estate plans can vary from person to person, these plans can evolve over time as modifications become necessary to reflect life's realities.

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 hands without ever touching paper money, and our most cherished memories are often stored somewhere online. While this convenience may make our lives easier, it can make estate planning trickier.

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 how assets that are owned out of state will be handled upon their passing.

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