Will

We Want to Keep Your Estate Planning Fees Low

We Want to Keep Your Estate Planning Fees Low

Estate planning is often put on the back-burner. Sometimes people never get around to it. However, planning ahead is important because doing so can save you thousands and thousands of dollars.

Estate Planning: What You Need to Know, Part 4

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.

Estate Planning: What You Need to Know, Part 3

Estate Planning: What You Need to Know, Part 3

In this third blog post of our five-part series on the basics of estate planning, we’ll learn more about designing a clear path to success for your children with your estate plan --- who this planning involves, what it will accomplish, when and why we should be doing it in the first place, and how we can bring our plans to life.

What Type of Estate Plan is Best for You?

What Type of Estate Plan is Best for You?

You have worked hard for your money and carefully managed your assets. So it makes sense that you want to find the right balance to maximize control and protection of your assets upon your death. Even if you think you don’t, everyone has an estate and it is important to choose the proper planning mechanism to ensure your assets are distributed according to your wishes in an effective and efficient manner.

Lack of Advanced Planning Plunges Prince's Estate into Administrative Chaos

Lack of Advanced Planning Plunges Prince's Estate into Administrative Chaos

Prince's lack of estate planning has led to many complex legal issues including determining the legendary musician's legal heirs. Resulting infighting between his legal heirs has resulted in issues ranging from appointment of an executor to suing a previously appointed executor for breach of fiduciary duties.

Did You Know You Already Have An Estate Plan?

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.