Estate Planning Documents for Children Over 18
Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.
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3 min read
Where Should I Keep My Will and Trust?
Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of...
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What is Community Property in California?
Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house...
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Estate Planning with Transfer on Death Accounts
Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to...
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Estate Planning Attorney Advice for Aging Parents
Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....
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Beneficiary Designation Mistakes to Avoid
Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
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Top 3 Reasons to Have a Living Trust
There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...
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Avoiding Probate in California
Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
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Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
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Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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How to Incorporate Charitable Giving into an Estate Plan
When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...
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Should I Create My Will Online?
More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...
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How to Talk to Your Parents About Estate Planning
Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
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Why Do I Need an Estate Plan?
Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....
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Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
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Proper Estate Planning Can Prevent Family Fights
If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
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Six Common Estate Planning Mistakes That You Can Avoid
The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...
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