October 10, 2019
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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October 10, 2019
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…
September 21, 2019
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…
August 31, 2019
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…
August 26, 2019
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…
August 9, 2019
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…
July 25, 2019
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….
July 25, 2019
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…
June 26, 2019
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…
June 8, 2019
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…
May 21, 2019
As more people begin to hold cryptocurrencies such as Bitcoin for investment or as a store of wealth, it raises an important question for estate planning purposes. The unique way…
May 7, 2019
One of the issues that heirs to an estate may face is how to deal with any outstanding debts, and who is responsible for payment. If you are creating your…
April 16, 2019
If you are starting a new business or have a current business that is growing or adding ownership interests, then you may be concerned about which business structure that you…
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