California Will

Estate Planning is Cheaper Than You Think

Estate Planning is Cheaper Than You Think

The cost of an estate plan is much lower than you think. Being a California resident, you likely know that it takes little more than a house with a mortgage and a checking account to to approach an estate value at more than $500,000.

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.

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

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.

Obscure Law Complicates Aaron Hernandez Estate After His Death

Obscure Law Complicates Aaron Hernandez Estate After His Death

Aaron Hernandez' fall from NFL star to convicted murder came to a conclusion when he committed suicide in a Massachusetts prison on Wednesday morning.  The timing of his death triggered the use of an archaic and rarely used legal principle that will essentially erase his conviction.  This complicates any potential civil suit brought by his victim's estate as well as the distribution of his own estate. 

Digital Assets in California

Digital Assets in California

California enacted AB-691, Revised Uniform Fiduciary Access to Digital Assets Act in 2016, and the law just took effect in January 2017, meaning there are now particular guidelines when it comes to digital asset planning in California.

Estate Planning: What You Need to Know, Part 1

Estate Planning: What You Need to Know, Part 1

The key to estate planning is finding a balance betwen control and protection. In order to understand how we can make this happen, we'll be releasing a five part series on what you need to know about estate planning. This is Part 1.