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Estate Planning

Securing Your Documents and Electronic Accounts, Securing Your Wishes

Posted on: March 14th, 2018
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....

Where There's A Will, There's A Way — Celebrity Estate Missteps

Posted on: February 13th, 2018
Other than being famous, what do Abraham Lincoln, Martin Luther King, Jr., Jimi Hendrix, Pablo Picasso, James Dean, Howard Hughes, Michael Jackson, Heath Ledger, and Prince have in common? They all left significant estates behind them, but either had no Will or estate plan in place or if they did they “flubbed” it up leaving their loved ones unprotected. The missteps caused unintended consequences, public disclosure of private matters, enormous family strife and costing their heirs dearly in court and legal fees as well as delay....

Four Questions CPAs Should Ask Clients When Planning For The New Year

Posted on: January 22nd, 2018
CPAs are a vital part of a client’s team of trusted advisors. CPAs can work with estate planning professionals to help clients achieve both their short- and long-term financial, estate and charitable planning, as well as compliance and governance needs. Here are four estate planning questions that CPAs should ask clients when approaching their financial planning for the New Year: ...

Top Four Estate Planning Tips For 2018

Posted on: December 18th, 2017
With the New Year, many of us will feel as if we are starting off with a clean slate and a whole list of things we want to accomplish. High on that agenda should be taking care of some basics, including reviewing current estate planning documents, planning for retirement and aging, financial planning, and insurance 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?...
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