ESTATE PLANNING FOR SINGLES: ISSUES AND ESSENTIALS

June 6, 2017

These days nearly half of all Americans are single. If you are single and must deal with estate planning, it’s important to meet with a professional and consider the following points.

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5 Things to Consider While Creating a Will in California

May 29, 2017

The reason a last Will and Testament is important is because it clarifies who takes possession of assets owned by a person after their death. Without a will, unresolved confusion and tension may occur within a family.

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3 TIPS FOR OVERWHELMED EXECUTORS

April 13, 2017

While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets to which they are entitled.

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5 MISTAKES MADE BY SUCCESSOR TRUSTEES (AND HOW TO PREVENT THEM)

April 6, 2017

When establishing a trust, you need to give serious thought to choosing your successor trustee—the person who will administer your trust once you’re no longer able to do so. This individual ideally should be:

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5 TRAGIC MISTAKES PEOPLE MAKE WHEN LEAVING ASSETS TO THEIR PETS

March 30, 2017

A pet trust is an excellent way to make sure your beloved pet will receive proper care after you pass on. The problem, of course, is that you won’t actually be there to see that your wishes are carried out. It’s critical to set up a pet trust correctly to ensure there are no loopholes or unforeseen situations that could make your plans go awry.

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5 THINGS EVERY NEW MOTHER NEEDS TO KNOW ABOUT WILLS

March 23, 2017

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds.

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DID YOU INCLUDE YOUR GRANDKIDS IN YOUR WILL? 5 TIPS TO AVOID COMMON PROBLEMS

March 16, 2017

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set in place.

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WHY YOUR ESTATE PLANNING PROJECT MUST MORPH INTO A PROCESS

March 9, 2017

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.”

Thinking of your estate plan as a single project or task to complete and move off your list is a common approach – but it’s also an approach that can land you in considerable hot water. Here’s why it’s essential to view your estate plan as a process, rather than a project.

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YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE

March 2, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE You finally crossed “getting your estate plan done”…

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