If you’re facing an expensive lawsuit without a fund set aside to account for creditor costs, it’s natural to wonder where the money will come from. You’ve worked hard to build up assets and save for retirement, but will those retirement accounts be exposed to creditors should other assets and funds not cover it? Certain assets are able to easily be liquidated to cover these events, but does it even make sense to Read More
Be Careful Designating Your Trust as the Beneficiary of a Retirement Account
Making informed investment and savings decisions is crucial for achieving and maintaining financial security and success late in life and in death. Making the proper choices today in managing your retirement funds not only benefits you during your retirement years but, if handled correctly, can also significantly benefit your heirs as part of your estate plan. We often work with people in California who have made the Read More
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and the law. No matter who you are, your life will inevitably change: families change, laws Read More
Estate Planning Must-Haves for Single Parents
If you are a single parent, life for you right now probably couldn’t get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. Being a single parent is a huge responsibility, even if you do share time with a parenting partner, and especially so if you don’t. Regardless, as a single parent, your children’s Read More
Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 2
Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets in your estate plan, there’s a good chance that most of those assets will be lost forever when you die. Without the Read More
Spruce Up Your Company’s Documents Before Passing On Your Enterprise
After decades of successfully running your business, you clearly have a recipe for success. Eventually, though, it will be time to pass your business on to the next generation of leadership. It takes years of hard work, a lot of communication, and a little luck to pass on your closely held business to your kids and have it survive the transition. Assuming your kids want to take over the company, they might not Read More
Everything You Need to Know About Including Digital Assets In Your Estate Plan—Part 1
Recent advances in digital technology have made many aspects of our lives exponentially easier and more convenient. But at the same time, digital technology has also created some serious complications when it comes to estate planning. In fact, if you haven’t properly addressed your digital assets in your estate plan, there’s a good chance that most of those assets will be lost forever when you die. Without the Read More
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 2
Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly had full control over her own life. As most familiar with pop culture know by now, Britney has been living under a conservatorship for the past 13 Read More
Just Married? 6 Estate Planning Essentials for Newlyweds – Part 2
As we head into the peak of wedding season, if you are a newlywed or are about to tie the knot, add “estate planning” to your do list. And yes, we imagine that at this happiest time of your life, planning for your potential incapacity and eventual death is probably the farthest thing from your mind, but getting it handled as part of your wedding planning is the greatest gift you can give your soon-to-be Read More
Britney Spears’ Nightmare Conservatorship Underscores The Vital Importance Of Incapacity Planning—Part 1
Since the age of 16, when she burst onto the charts with her debut single, “...Hit Me Baby One More Time,” Britney Spears has been one of the world’s most famous and beloved pop stars. Yet despite her massive fame and fortune, Britney, who is now 39, has never truly had full control over her own life. As most familiar with pop culture know by now, Britney has been living under a conservatorship for the past 13 Read More
