Whether you're single or married in California, if you have assets, it's critical to create an emergency financial file with information about them and keep it updated. Doing so helps ensure they can be accessed if you pass away. Combining this action with the estate...
Redding, California, Law Blog
ESTATE PLANNING – Estate Planning
Review your estate plans as you enter retirement
As California residents age and enter retirement age, their needs for estate planning often change. When you retire from your job, it's an excellent time to establish your estate plan if you don't have one or review it to ensure it meets your current wishes. Consider...
Five pitfalls of being an executor and how to avoid them
If you've been named an executor of an estate, be aware of the potential pitfalls of your role. While it's an important responsibility, it can also be time-consuming and emotionally taxing. Here are the top five hazards of being an executor and how to avoid them:...
Can I create an LLC for estate planning advantages?
Many entrepreneurs know that setting up their businesses as a limited liability corporation, or LLC, can provide significant tax advantages while also protecting assets. But did you know that structuring your family business in California as an LLC is a valuable...
Creating an estate plan
Many California adults don't have an estate plan. While it's understandable that many people prefer not to think about death, the lack of an estate plan often results in severe stress for family members after someone dies or can no longer make decisions for...