As a new year approaches, we’re often drawn to setting resolutions that support our goals and dreams. Amidst these, it’s vital to include resolutions for your estate plan—ensuring your legacy is protected and your wishes are clear. An estate plan is like a roadmap for your legacy, guiding loved ones and preserving what you’ve worked … Continued
As the year draws to a close, it’s the perfect time to review your estate plan to ensure it still aligns with your goals and any life changes. This checklist is designed to help California residents make sure their estate plans are up-to-date and equipped to protect their legacy in the coming year. 1. Review … Continued
Navigating California Trusts: Why a Professional Trustee is Key to Protecting Your Assets Estate planning is an essential step to ensure that your assets are distributed according to your wishes after you’re gone. One of the most critical decisions in this process is choosing the right trustee to administer your trust. In California, where property … Continued
Power of Attorney: A Critical Tool for Californians Imagine this: You’re taking a well-earned break, enjoying the California sunshine, when an unexpected event leaves you unable to make crucial decisions. Or perhaps you face a condition that gradually affects your cognitive abilities. Who will manage your finances, pay your bills, or make key healthcare decisions? … Continued