Estate Planning

When it comes to estate planning, you seek to safeguard your hard-earned assets. However, scams lurk in the shadows, preying on the unsuspecting. It is important to be vigilant against schemes that can hurt your financial well-being. Part of this includes shedding...

According to the U.S. Department of Justice, power of attorneys are a common vehicle by which people financially abuse elders. For this reason, it is essential to carefully select the right agent. Choosing a trusted individual to act as your power of attorney agent...

Estate planning is an important process that ensures the proper distribution of assets according to your wishes. One significant concern that individuals often have regarding estate planning is the probate process. Probate is the legal procedure that validates a will...

When planning for the future, especially when considering asset distribution after one's passing, several strategies are appealing. One such solution is naming children as joint owners of assets. While this may appear to be a straightforward estate planning strategy,...

When you die in California before creating an estate plan, you relinquish a good deal of control over what happens to your legacy and personal affairs. Despite this, many people in California and across the nation fail to create estate plans, and they sometimes do so...

When an owner sells property or investment gains value for profit, the law requires them to pay tax on the profit, known as capital gains tax. In California, a significant part of estate planning involves devising strategies that can limit this tax and preserve wealth...

An estate plan is an essential tool for managing your assets and ensuring that you carry out your wishes after you pass away. However, life is unpredictable, and circumstances can change over time. That is why it is crucial to review your estate plan periodically and...

Experiencing major life changes means modifying your estate plan. When becoming a new parent, it is time to choose a guardian for your children in the event you and the other parent die. Thinking about a guardian is not a fun topic, but it prevents issues in the event...

Estate planning is an important task, but it is one that many people put off until later in life. Some choose not to write a will because they believe it is unnecessary for young adults, while others neglect to do so simply because they do not fully understand the...

Considering who will take care of your estate and talk to your beneficiaries after you die may seem like a big task. Knowing what skills and traits are a sign of a quality executor can allow you to find someone suited for this role. Thoughtful spending habits...