Advance Healthcare Directive

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Estate Planning: What You Need to Know, Part 4

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Estate Planning: What You Need to Know, Part 4

In this fourth part of our series, Estate Planning: What You Need to Know, we’ll continue discussing what is often the most urgent concern among our clients: children. While part two of our series explained planning for incapacity and part three discussed ensuring your children are cared for after you’ve passed, this blog post will address specific, actionable steps you need to take to ensure your children are accounted for during incapacity.

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Will-Based Estate Planning: Your Simple Alternative to Having No Plan

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Will-Based Estate Planning: Your Simple Alternative to Having No Plan

A Will-based estate plan can be an excellent alternative approach for young individuals and couples that are just getting started; and is definitely better than having no plan in place at all.

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Estate Planning: What You Need to Know, Part 2

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Estate Planning: What You Need to Know, Part 2

Incapacity planning is vital to finding a balance between control and protection in your estate plan. In this second blog post of our five-part series, we plan ahead to avoid a mess during incapacity.

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Did You Know You Already Have An Estate Plan?

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Did You Know You Already Have An Estate Plan?

California already has a plan for you in the event of incapacity or death. An estate plan will provide you with the opportunity to regain control of your assets and tackle life decisions head on with a purpose and confidence that your ducks are in a row.