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How to Select a California Estate Planning Attorney?

If you have decided that it is time to make an estate plan, you now have an important choice to make on who will be your estate planning attorney. Just…

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What is a Power of Attorney?

Establishing a Power of Attorney is an important part of estate planning. There are actually two types of Power of Attorney: Those that handle medical decisions, and those designated to…

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What is a Power of Attorney and Why Is It Important?

There are several types of power of attorney (POA) depending on your circumstances. Generally, a POA can be used to give a trusted individual the ability to make decisions on…

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Do You Really Need an Estate Plan? A Quick Self-Test

Numerous surveys show that the majority of adult Americans don’t have a will or trust, and the main reason given is that they have just been putting it off. In…

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What to Do After You Say ‘I Do’: Estate Planning for Newlyweds

Getting married is an exciting time. However, when you enter a new marriage, it is easy to overlook estate planning, especially when you are excited to begin a new life…

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Turning what-ifs into faits accomplis

Most people experience what-if moments in their lives. These hypothetical situations can occur during a retrospective look at life or an imaginary peek at possible future events. With Andrea Shoup…

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What if You Don’t Have an Advanced Health Care Directive? Who Can Make Your Medical Decisions?

An advanced health care directive (AHCD) in California is generally necessary in case you are incapacitated and cannot make your own medical decisions. An AHCD names an agent with a…

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What is Probate?

After you pass away, probate becomes a standard procedure for your loved ones, unless you have previously taken steps to avoid it. Probate is the court process by which assets…

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Do You Need a Financial Power of Attorney as Part of Your Estate Plan?

While many people are aware of the importance of a power of attorney (POA) for healthcare, it is easy to overlook having a similar power of attorney for financial decisions….

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A Few Common Mistakes in Do-It-Yourself (DIY) Estate Planning

There are many DIY estate planning tools and forms available for a small fee, and the companies that offer them will let you believe it is simple to draft your…

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Moving to California: Understand the Estate Planning Rules

If you are one of the many people who move to California each year, you may not be aware of some of the distinct estate planning rules which may be…

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Should You Incorporate Your Business?

Forming a corporation is one of the business structures that you might be considering, and while many people think that incorporation is only for large companies it can also be…

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      Begin by watching our Estate Planning Workshop

      This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives

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