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
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
Crypto is Coming By now you have probably heard about cryptocurrencies such as Bitcoin or Ethereum, and perhaps you have invested in them too. Regardless if you are a crypto expert, or outright against cryptocurrency, it’s important to understand how to plan for owning crypto assets as they gain mainstream traction. Planning for digital assets … Continued
Losing a loved one is always difficult, and there are often additional challenges after someone’s passing when sorting through the decedent’s affairs. When someone dies, their assets are evaluated by the probate court so beneficiaries and outstanding debts are identified. The first document the probate courts request is a Last Will. In the case no … Continued
Valentine’s Day Celebrate Valentine’s Day every 14th day of February. This gives us the chance to show how we appreciation people important to us. These people may be our family, friends, or someone who makes us feel special. We often give gifts to show our appreciation to our loved ones. This can be in … Continued
People with estate plans should feel that their assets and loved ones are secure in the future. That’s true, but an estate plan doesn’t mean it ends there. The Grantor of a trust may need to update their estate plans from time to time to ensure that their plans comply with the latest laws and … Continued
Estate planning is often overlooked by just about everyone. People go on with their lives without a plan for their future, and they live in the present moment. But there are only disadvantages to not planning ahead. Even celebrities will succumb to these consequences if they did not plan for their estate. Prince “Prince Rogers … Continued