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Including Your Pets in Your Estate Plan: How to Protect Your Furry Family Members

Most pet owners will agree: pets are more than an animal in the house – they are a furry member of the family. When you have a pet, it makes…

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How to Survive the Probate Process in California

When a person passes away, there is a court process that happens known as probate. The purpose of this process is to manage the estate and distribute the assets based…

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Debunking The Top 7 Estate Planning Myths

Debunking The Top 7 Estate Planning Myths – Do you feel overwhelmed when considering your options for estate planning? You’re not alone. Many people don’t understand how estate plans work,…

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Leaving a Legacy for Future Generations – The Power of Estate Planning

When you think of estate planning, you may think of naming beneficiaries and passing your assets along to those you love. While that is reason enough for an estate plan,…

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How to Incorporate Charitable Gifting in Your Estate Plan

Have you ever considered using your estate plan to support a cause close to your heart? If you have more than enough to give, you may consider other options than…

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5 Reasons Why Summer Is the BEST Time for Getting Your Estate Planning Done!

Summer is as good of a time as any to sit down and make sure your affairs are in order. Whether attending a summer wedding, taking international vacations, or welcoming…

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Honoring Veterans: Estate Planning Considerations for Memorial Day

On Memorial Day, we come together to celebrate and honor the sacrifices made by veterans in defending our country. It is a day of reflection and gratitude for the service…

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Understanding Special Needs Trusts: What Families Should Consider

Families with special needs individuals should take extra measures during the estate planning process to ensure that their special needs family members will be cared for after the responsible party’s…

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Where Should I Store My Estate Planning Documents?

Your estate plan is finished, congratulations! Now, what do you do? Where do you store the documents? Whom do you tell about the plans? Read on more to find out…

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The Majority of Americans Don’t Have a Will, Do You?

How much time will you let pass before you finalize your will? Each day that passes is a day that you are leaving yourself and your family unprepared. The unfortunate…

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Can I Completely Avoid the Probate Process?

You work your whole life to provide your family with a healthy, comfortable life. After you die, the last thing you want is for your assets to be tied up…

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Don’t Press Your Luck: Have Your Estate Plan in Order

With St. Patrick’s Day coming up, you may be feeling lucky! You’re alive, healthy, and ready to take on the world. While all of that may be true, that does…

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