estate planning

Estate Planning Checklist

Many people put off estate planning thinking it is something they should do once they get older. What’s worse, some people don’t do any estate planning thinking that it is something that only celebrities or the ultra-rich should do. However, estate planning is not something that you should wait to do, nor should you disregard […]

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beneficiaries in an estate plan

5 Mistakes to Avoid with Respect to Beneficiary Designations

When you decide who will one day receive your assets, you will want to keep some things in mind so that your generosity makes their lives better and does not cause problems for them. Despite your good intentions, failing to take into account certain factors could cause unintended consequences. Every situation is different, so it […]

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single woman and estate planning

Why Single People Need an Estate Plan

If you have ever heard of estate planning, it has likely been in the context of families or married couples. However, an estate plan is critical for everybody who has assets.  Single people who are considering estate planning should think about contacting a California estate planning attorney. An attorney can help ensure that your wishes […]

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elderly man in nursing home

Should Your Estate Plan Include A Nursing Home?

Estate planning is not just about passing on your property, it’s also about making sure that you have a plan in place for when you can no longer care for yourself. One of the most important decisions to make during estate planning is whether or not to include providing for a nursing home as part […]

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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 estate planning document

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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