Have You Made New Year’s Resolutions?
A new year is a great time to start fresh and implement positive changes that will enhance our lives. Many of us want to lose weight, spend more time with friends and family, eat healthier, learn a new skill, or save money. Although we can implement these goals anytime, the beginning of the new year […]
Why Naming Beneficiaries Is Important to Your Estate Plan
If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
What a Will Won’t Accomplish
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
How to Manage a Will and Trust
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
How Do You Plan for the Death of a Spouse?
Beneficiary designations, tying up loose ends, reporting last wishes—here’s what you can do now.
Estate Planning and Probate Planning
Probate is the court process to distribute someone’s estate after their death, even if there is a will and is notoriously slow in California.