January 16, 2020
What Happens if You Don’t Include One or More Heirs in Your Estate Plan?
Many people decide to have their spouse or children inherit from them, but what if you decide to omit one or more heirs, or even have a child that you…
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December 17, 2019
Estate Planning Resolutions for the New Year
As you make your 2020 New Year’s resolutions, it may be the perfect time to include estate planning on that list. Since procrastination seems to be a major barrier to…
December 10, 2019
Discharge from a Skilled Nursing Facility: What Are Your Rights?
If you have a family member who was admitted to a skilled nursing facility following hospitalization, you may not realize that there are rules if the facility asks a resident…
November 16, 2019
The Top Five Reasons People Don’t Make an Estate Plan
According to recent surveys only 40-50% of adult Americans have an estate plan, and that is in spite of the fact that 75% think at least having a will is…
November 6, 2019
How to Select a California Estate Planning Attorney?
If you have decided that it is time to make an estate plan, you now have an important choice to make on who will be your estate planning attorney. Just…
October 23, 2019
What is a Power of Attorney?
Establishing a Power of Attorney is an important part of estate planning. There are actually two types of Power of Attorney: Those that handle medical decisions, and those designated to…
October 15, 2019
What is a Power of Attorney and Why Is It Important?
There are several types of power of attorney (POA) depending on your circumstances. Generally, a POA can be used to give a trusted individual the ability to make decisions on…
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…
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…
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