Yearly Archives: 2024
Protecting your children in your estate plan
Estate planning is largely about assets. You set up tools to ensure that your assets go to the right people. Nonetheless, there is more to it than this. You can utilize your estate plan to ensure that the right people…
How current is your estate plan?
When was the last time you reviewed your estate plan? If you can’t remember or if it has been a while, you might want to consider doing so. Otherwise, you risk having an estate plan that no longer reflects your…
2 reasons sentimental items lead to estate disputes
As you make your estate plan, you know that you want to avoid disputes between your beneficiaries. You don’t want your adult children fighting over who gets the life insurance payout or who gets to keep the family home. These…
Proposition 19 and California home inheritance
If you’re preparing to put your estate plan in place, you’ve likely realized that your home is one of the most valuable assets you have. If you’ve owned the house for decades, it’s likely worth considerably more than you paid…
Estate planning tips for newlyweds
Estate planning is a crucial step for newlyweds to ensure that their financial future is secure and that their wishes are respected in the event of unforeseen circumstances. While it may not be the most romantic topic, having a comprehensive…
Why don’t you have an estate plan?
If you haven’t written an estate plan, rest assured that you’re not the only one. This is the norm in the United States, where two-thirds of all Americans don’t have a plan. That being said, it is very risky not…
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