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 expensive assets need to be planned for in...
Month: July 2024
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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 for it. If you’re considering leaving...
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 estate plan can provide...