Estate Planning

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Digital Assets in California

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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.

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Estate Planning: What You Need to Know, Part 1

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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.