Estate Planning

Estate Planning

Why start estate planning early?

If you have children, own a California home or have a retirement account, it’s in your best interest to have an estate plan. In fact, it may be a good idea to have an estate plan even if you don’t have any assets.

Read More »

Is a revocable trust right for you in California?

If you have been looking into estate planning in California, you may have come across a revocable trust. Many financial advisors and attorneys suggest that this is one of the most powerful tools you need whether or not you have assets and beneficiaries.

Read More »

The benefits and uses of a revocable trust

Estate planning with a revocable trust gives you tremendous benefits in California. The revocable trust, however, shouldn’t be confused with an irrevocable trust. In some cases, it’s best to have a trust that no one, not even the creator of it, can change

Read More »

How do you preserve digital assets in an estate plan?

Keeping the passwords to cryptocurrency wallets secret is a smart idea. If a password fell into the wrong hands, all the virtual cash could disappear. However, without the password, leaving all that cryptocurrency to a beneficiary might be a hollow gesture. The California

Read More »

What is included in an estate plan?

Estate planning helps individuals living in Hayward, California, to ensure that their assets and property are well taken care of if they die. Why? Because without proper estate planning, the properties may not be taken care of to the extent intended. Read below

Read More »

3 times to update your will

Creating a will is a necessary part of putting together your estate plan. This document outlines how you want to distribute your assets after your death and who you want to care for any minor children. But many people have yet to create

Read More »

Your blended family and a new estate plan

Upon meeting a new partner and deciding to get married after previously getting a divorce or losing a spouse to death, a person should feel hopeful about their future and their new family.  The joy that a new marriage may bring should not,

Read More »

Preventing a contest of your estate plan

Few things may prompt someone to begin the serious work of making an estate plan than to watch someone else’s family implode after his or her death. If you recently witnessed the adult children of a friend or family member break into factions

Read More »