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November 1, 2017

Modern technology and social media have created a new area that should be included in your estate planning.  Fortunately, a new law in California took effect on January 1, 2017 that will determine whether your social media accounts can be accessed by a fiduciary (such...

October 18, 2017

It is easy to put off making an estate plan with a will or trust, and young, healthy individuals may see it as a low priority.  However, estate planning is not just for the rich or aging, since it allows you to control your assets, healthcare and decision making at any...

October 17, 2017

Resent events in our nation highlight the fact that life is unexpected.  Our life can change in the blink of an eye, as we need to have a plan in place for the “what-ifs” in life.  What happens if you get sick? What if you are in a car accident? What if you have a hear...

September 1, 2017

Our clients are often confused about the term ‘probate’ and how it fits into estate planning.  Very simply, probate is the legal process where a court approves the transfer of assets through a will. This is not the only way to accomplish this, and can often be time con...

May 22, 2016

 

While a properly executed will may be enough to direct what you want to have happen to your assets upon your passing, that is ALL it will do. And, a will is not enough to protect you and your family from court involvement.

 

Many people believe that if they have a will,...

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