Estate Planning Blog Articles

A living trust is an important estate planning tool that allows you to transfer your assets into the trust in order to avoid probate. When you have your assets connected…

A will is an excellent tool to make a plan for your assets and heirs after you die. Everyone needs to have an estate plan, but most people do not…

As we go through life, estate planning is something that can easily get pushed to the back of our minds and sit lower on our priority list of things to…

The fact is, estate planning gets more complex if you have been married multiple times, taken on stepchildren, or had children with your new spouse. You do not want to…

You may be aware of the do-it-yourself wills that are found online with an easy Google search, charging a fee to download a will and fill out a questionnaire. While…

We talk a lot about estate planning for families and married couples. But the fact is that there are thousands of long-term couples that are not married, and some may…

When you die, you want all of your assets to pass down to the beneficiaries of your choice without any contention, legal fees, and drama. While probate may seem inevitable…

When you set up a trust, you want to pick someone to take care of the trust and the instructions that come with it if you were to become incapacitated…

If you have an estate plan, do you still have a need for a life insurance policy? Even if you have plenty of assets to pass down to your loved…

Life is filled with twists and turns that no one can expect. So while it may be more comfortable to assume that nothing will ever happen to you and go…

Taking care of a child with special needs can come with challenges, including financial ones. However, you want to set your child up for success in every way, which means…

It may feel like the only way to qualify for Medi-Cal benefits is if you barely have any income at all. While that may be true for some cases, you…