You may have had the foresight to create an estate plan already, but the work does not stop there. Effective estate planning requires occasional updates to the plan to ensure that your estate plan reflects your current wishes. More than 70% of Americans do not have an...
What’s the right approach for your estate plan?
Estate planning can be a daunting prospect, but it’s an important step for every California adult. Thinking about the future means something different in every stage of life, but this is a process that is beneficial regardless of age and income. If you do not have a...
3 Misconceptions that get in the way of estate planning
Most people understand that creating their estate plan isn’t something to delay. After all, life is incredibly unpredictable. However, whether you are just getting around to setting up your plan or are taking some time to update it, it’s important to remember that...
Family conflict shouldn’t be part of the estate planning process
It’s not easy to think about the future. Families who are starting the estate planning process know that it can be challenging to address distributing property after death, caring for beneficiaries in the future and making important decisions for potential medical...
Mistakes can sabotage your estate planning efforts
Having an estate plan in place is a basic way to protect your rights and interests in the future. It can ensure that you get the final say over what happens to your stuff and your health care in the future. This is beneficial for California adults regardless of age,...
Can I add my pets to my estate plan?
Pet-lovers likely have dreams about growing old with their pets. Our pets are an important part of our lives, and we dread the day that they might leave us. But what about if we leave them first? Your pets are unusual and deserve to live a comfortable life, even after...
Medicaid planning explained
Many people in Northern California who are approaching retirement may also be thinking about how they are going to afford the cost of long-term care. As people age, after all, they may require the assistance of a retirement facility or of a nursing home, but these...
Loved ones of beloved actor will be grateful for estate plan
Many people probably remember Actor Luke Perry from his years on the teen drama Beverly Hills 90210. His fans and supporters, needless to say his personal friends and loved ones, were likely shocked and saddened by his recent death brought on by a series of strokes....