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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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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…

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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…

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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…

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How to Choose the Right Charity for Estate Planning Gifts

As you prepare your estate plan, you may be considering making a gift to a charity. This is an excellent way to leave a legacy with your resources, but there…

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Estate Planning Considerations for Non-US Citizen Family Members

Immigration laws and policy in the US are in the news almost daily, and with a diverse, multi-cultural population there are many families that have non-US citizen spouses or children….

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Verifying Your Intentions: Why an Estate Planning Attorney is Needed to Make Sure Your Wishes are Carried Out

Most people who are thinking about making a will or trust assume that they only thing that an estate planning attorney does is draft the documents. But, this is far…

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What is the Difference Between Estate Planning and Financial Planning?

It is easy to confuse the two distinct fields of estate planning and financial planning, especially since they do relate to each other and seem similar in some respects. It…

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      Topics include:

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

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