Can a 529 Plan Be Used as An Estate Planning Tool?

It’s top of mind for any parent with a child in high school: finding a way to pay for college. But you can actually be much more proactive in planning ahead for your child’s college education using tools like a 529 plan. In addition to other strategies with your estate plan, you can help pass… Read More »

Four Things to Think About When Estate Planning in a Pandemic

A one-size-fits-all approach doesn’t work for estate planning, but some of the most commonly used strategies and documents can help give you some peace of mind that you have taken the necessary steps to protect yourself. These include a financial power of attorney, a last will and testament, a living trust, and a health care… Read More »

What to Do After Auditing Your Estate Plan

An audit of your estate plan should be at the top of your list for an annual activity to ensure that you have considered all major changes in state and federal law as well as any adjustments in your life that might call upon you to update your documentation. An audit of your estate plan… Read More »

Financial Concerns After Losing a Spouse

Losing a spouse can be a devastating experience regardless of your age or the circumstances. In fact, it can psychologically be one of the difficult experiences for a person to live through. While you may never truly be ready to lose a loved one, and in particular a spouse, appropriate planning well in advance of… Read More »

California Spouses & Liability for Debts

It’s known that for most spouses in California, you might be planning to leave a substantial portion of your assets or estate to your spouse. But what about the other end of the spectrum when it comes to debts or liabilities? Are spouses responsible? California is what’s known as a community property state. This might… Read More »

Have You Skipped a Letter of Intent in Your Estate Plan?

Along with a will, a trust and beneficiary designation forms, your durable power of attorney and your letter of intent documents can help to ensure that your wishes are followed properly. A letter of intent helps to clarify things for your beneficiary or your executor, making things easier for them in an otherwise challenging time…. Read More »