Women Need Estate Planning, Married or Not

Estate planning is important for everyone, but it’s especially crucial for women to consider. Too many women are left picking up the pieces after their spouse passes away, and they may suddenly have to make many decisions about how they’ll support themselves and manage the assets they receive in probate and elsewhere. Women must pay… Read More »

Avoiding Distribution of Inheritance Disputes

Unfortunately, when someone passes away, this can cause disputes among family members who may have been under the impression they would receive assets differently. Working with a qualified estate planning attorney is one of the best ways to protect your loved ones and ensure that they understand your intentions when crafting your estate. Working with… Read More »

What Is a Professional Private Fiduciary?

Are you creating a trust to help provide for the transfer of your assets in the future? If so, depending on the kind you create, you might name yourself as the trustee in the short term, or you might need to name someone else now or in the future. The trustee is the administrator of… Read More »

Study Finds More Americans Are Forced into Early Retirement

Your retirement date is something you think about throughout your working life, and something that is typically crafted after careful consideration of things like qualifying for social security, whether you’ve saved enough money and whether or not your spouse is working. An early retirement could significantly disrupt your income and retirement planning but may also… Read More »

How Does a Durable Power of Attorney Work in CA?

There are many different common estate planning documents that you may need to ensure that someone is named to handle making decisions on your behalf or managing your affairs if something happens to you. Many people recognize one of the core components of estate planning is documenting what happens to your assets and who will… Read More »

Three Things to Consider Before Planning to Move Abroad

It’s increasingly popular for people of all ages, and especially those who are digital nomads or are contemplating retirement, to think about moving their entire life abroad. There are specific financial and planning steps you need to take to ensure that you have covered all of your bases before moving to another country. These include… Read More »

Retirement Plans and Estate Plans: A Winning Combination

Both your estate plan and your retirement plan can assist you during your life and may also have implications for other people after you pass away. Your retirement and estate planning should be customized and specific to you. Following generic rules or tips you’ve heard from others in your life may not apply to your… Read More »

How To Infuse Your Estate Plan with Your Values

Incorporating all of your estate planning documents is the foundation of determining what you want to happen to your property after you pass away. But estate planning is also about so much more. If you want to promote your values after you’re gone, you may choose to put a part or all of your estate… Read More »

What Are the Risks of A DIY Will?

You might think that having some plan for your estate is certainly better than nothing, but you may not realize the potential mistakes or challenges that can emerge with a DIY will. In the past several years, a number of different websites and downloadable forms have been used by people who wind up not being… Read More »

What To Look for When Reviewing Your Will

A will is not a one-and-done document. It requires adjusting to your needs over time, especially if the assets or people involved in your initial will no longer apply to your current situation. It’s good practice to evaluate your estate planning documents at least on an annual basis. Anytime you have a substantial change in… Read More »