The idea of ensuring that your property goes to the right person after you’ve passed on is a rather sad one, but one that you must face, nonetheless. And as you dive into it, you are bound to come face to face with a lot of jargon that flies over your head, unless you’re a … Read more
If the COVID-19 pandemic has taught us anything, it’s that none of us ever know for certain what tomorrow will bring. The coronavirus has brought into stark relief the precarious state of our lives and our world, and it’s prompted many of us to think anew about our level of preparedness for tomorrow and all … Read more
By creating a living trust, you can manage your assets during your lifetime, and streamline the estate planning process. For many individuals, a living trust may be more beneficial than a last will and testament. A common question about living trusts is, can they be established all on your own? Or is it better to … Read more
An estate planning attorney is someone who helps you put the necessary structures in place to provide for your family even after your death. And, an estate planning lawyer helps you ensure that your own wishes are carried out with regard to end-of-life care. These are important, intimate roles, and can play a significant part … Read more
Estate planning is all about preparing for the future, ensuring that your legacy, your assets, and your end-of-life wishes are upheld with minimal hassle to your heirs and beneficiaries. One way in which residents of California might prepare for the future is to put a revocable living trust into place. While this isn’t a necessary … Read more
Creating an estate plan is a highly individualized process. The choices you make and the wishes you articulate will ultimately be much different from your friend’s, your neighbor’s, your brother’s, or your sister’s. With that said, your estate plan isn’t just about you. It’s ultimately meant to protect your entire family, including those who survive … Read more
Estate planning is all about preparing for the future. Part of that has to do with setting your financial affairs in order, and part of it is concerned with providing a guardian for your children, should you and the other parent both die. An aspect of estate planning that’s far too often ignored is planning … Read more
Throughout the natural course of the estate planning process, you’ll accumulate a number of key documents. These might include your will; a list of assets; records provided to you by your estate planning attorney; a compendium of online account logins and passwords; life insurance policies; details related to your trusts; and beyond. A practical concern … Read more
Your estate plan isn’t something you can “set and forget.” It’s dynamic, evolving along with your life and your family. As such, it’s critical to be attentive to your estate plan, revisiting it every few years and amending it as needed. The specific needs of your estate plan will vary according to the season of … Read more
One of the primary goals of estate planning is to preserve the value of your estate—ensuring that the assets you leave behind retain their full value as they are passed down to your beneficiaries. A key component of this is tax planning. Simply put, you don’t want your estate to be whittled away by taxes. … Read more
