As we reach the midpoint of the year, it’s an ideal time to pause and review your estate plan. Life can change in unexpected ways, and ensuring your estate plan remains current is crucial to protecting your legacy and providing for your loved ones. Top Five Mid-Year Checkup Tips for Your Estate Plan 1.Review Major … Continued
Spring is the season of renewal—a perfect time to refresh every aspect of your life, including your estate plan. As the days get longer and the weather warms, take this opportunity to review and update your estate planning documents to ensure they still align with your current needs and wishes. Top Five Reasons to Update … Continued
When it comes to estate planning, many people think of a will as the go-to solution. However, a living trust can offer advantages that a will simply cannot provide. A living trust is an essential tool in ensuring your estate is handled according to your wishes, and it can offer peace of mind for both … Continued
This Valentine’s Day, as you reflect on the things you cherish most—your family, your pets, and your future—consider giving the ultimate gift of love: a secure and thoughtful estate plan. It’s not just about protecting assets; it’s about ensuring your loved ones, including those with special needs or furry companions, are cared for long after … Continued
As we step into 2025, it’s the perfect time to set resolutions that will protect your future and ensure peace of mind for you and your loved ones. While estate planning might not be the first thing that comes to mind when you think about New Year’s resolutions, it’s one of the most impactful commitments … Continued
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
US-Based Trustee A Foreign Beneficiary of a US Trust is a person who lives outside of the US and is named as the beneficiary of the Trust. If you are a foreign beneficiary, contact the US Trustee to get your distribution. The Trustee handles the Trust and its distribution. After the death of the grantor, … Continued