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Estate Planning

Creating a Trust for Your Pet

Posted on: December 11th, 2017
Who will care for your dog or cat when you pass away? What will happen to your bird should you become incapacitated? For many people, providing care for their pet after they pass away or if they become incapacitated is a very big concern and, as a result, most states (including CA) have statutes that provide for the enforcement of trusts created for the benefit of pets....

What’s to Happen to Boomer Kids and Their Children?

Posted on: May 4th, 2017
Baby Boomers, born 1946 to 1964, are a hardy lot. They’ve worked most of their lives. They probably have a home and may have saved up some money for retirement, which many are now entering. For the most part, they have been taking care of themselves. But what about their kids and their kids’ children?...

Top Estate Planning Pointers

Posted on: April 5th, 2017
Many people believe they don’t have enough in assets to warrant the need for an estate plan, but, if you have a car, a bank account, a house, life insurance policy, and/or retirement account, you need a plan. Here are some of the things to consider to maximize the value of the assets you do have and make informed decisions while you are alive to benefit your heirs and beneficiaries after your passing....

Protect Your Electronic Assets and Accounts

Posted on: February 16th, 2017
A while ago, we talked about protecting your digital assets, such as e-mail, video, photography, and social media accounts. Designating how you wish these to be handled upon your death is important, if those individuals you will leave the assets to will have any chance of accessing these assets....

Securing Your Documents, Securing Your Wishes

Posted on: February 7th, 2017
While we’re alive, we gather a library full of paperwork and access codes relating to such things as insurance policies, bank records, taxes, digital accounts, medical reports, personal property, and real estate and other assets. Protecting this kind of information is very important, but, surprisingly, many people forget to properly manage their documents and digital assets....

2016 Was A Year Of Unprecedented Loss

Posted on: January 4th, 2017
This past year has seen the deaths of many of our beloved icons, including entertainers, sportsmen, newscasters, historic leaders, and political figures. Debbie Reynolds and her daughter Carrie Fisher, George Michael, John Glenn, Muhammed Ali, David Bowie, Nancy Reagan, Arnold Palmer, Gene Wilder, Florence Henderson, Merle Haggard, and many others of note have left us, but they also left behind their legacies....
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