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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September 21, 2019
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…
August 31, 2019
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…
August 26, 2019
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…
August 9, 2019
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…
July 25, 2019
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….
July 25, 2019
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…
June 26, 2019
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…
June 8, 2019
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…
May 21, 2019
Cryptocurrency and Estate Planning: How to Pass on Your Digital Assets
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
What Happens to Your Debts After Death?
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
Your Choices When It Comes to Business Planning
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…
Ready to Avoid Probate?
Here’s How…
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