estate planning attorney

How to Know When It’s Time for an Estate Plan

As long as you are 18 years old, you can and should have an estate plan. If you do not already have these essential documents, when you experience certain life events, you should get these papers. A California estate planning attorney can answer your questions about how to know when it’s time for an estate […]

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elderly man looking over will

Most Common Probate Mistakes

Serving as an executor can be a stressful situation because most non-lawyers have never done this type of task before. It is easy to make a mistake. Some mistakes can cost the estate money, while other errors can make you personally liable. When you get named as the executor of a will, you do not […]

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estate planning attorney with client

Estate Planning for the Other 99%

You might think that only incredibly wealthy people need to prepare an estate plan, but the rest of us who are not the richest 1% also need to protect ourselves and our loved ones. You do not have to spend a fortune getting the right estate plan for your situation.   Basic legal documents can give […]

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couple estate planning with life insurance

A Guide to Estate Planning With Life Insurance

Life insurance can be a valuable tool to provide financial protection for your loved ones. When you set up your estate plan, do not forget to consider buying life insurance to meet your estate’s essential goals. You might not have as much money in savings and investments as you would like.  If you passed away […]

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woman with parkinson's disease holding hands with nurse

Why an Estate Plan Is Essential If You Have Parkinson’s Disease

After a devastating diagnosis like Parkinson’s disease, you will likely spend some time thinking about your future and how the progressive nervous disorder will impact your life. Although there is no cure yet for Parkinson’s, you might want to manage the things that are within your control. For example, some medications can slow the progress […]

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elder woman with alzheimer's talking to caregiver

Helping Loved Ones With Alzheimer’s Preserve Their Memories

If your loved one has Alzheimer’s disease or another form of dementia, you might want to try to capture and safeguard their memories before those moments are lost forever. There are also things you can do to help trigger happy memories for your relative. A California estate planning attorney can advise you on how to […]

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power of attorney

Can I Draft a Power of Attorney for My Parents?

As long as your parents are still legally competent, they  can execute a power of attorney. However, if you want to avoid a claim that you, as their child, have improperly procured the document for your own benefit, you should have your parents contact a California estate planning attorney directly to assist them. A California […]

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blended families

4 Estate Planning Tips for Blended Families

Estate planning is essential and beneficial for all families. Through estate planning, individuals can ensure their loved ones are taken care of after their death.  However, estate planning for blended families can be challenging. There may be questions about dividing assets among children from a previous relationship and the children of the marriage. A spouse […]

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the SECURE act

The SECURE Act Special Report

The SECURE Act, which got made into law in 2019 and became effective on January 1, 2020, changed the rules about contributions to Individual Retirement Accounts (IRAs). As with other changes to federal law, the SECURE Act is complicated. You might want to talk to a California estate planning attorney about how the SECURE Act […]

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estate plan

What Makes a Great Estate Plan

It is a common misconception that a person who has a will has an estate plan. While it is better to have a will than to die intestate (without a will), a thorough estate plan can do much more than merely state who gets your things after your death.  A California estate planning attorney can […]

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