Category Archives: Estate Planning
3 steps to take if you wish to disinherit someone
California allows you to distribute your assets as you please when you die. You are not obligated to leave someone something just because of your relationship with them. While disinheriting people is relatively rare, you may have good reason to…
Your estate planning checklist
Are you trying to get started with your estate plan? A will, trust and other legal documents can help you organize and instruct how your assets are managed after you pass away. While the main focus of estate planning is…
3 places to store your estate planning documents
Your estate planning documents are crucial, as they contain sensitive information. Thus, you want to store them in a safe place. Below are three places to consider: 1. Your home Storing your estate planning documents at home allows you to…
How does the Corporate Transparency Act affect your estate plan?
It’s not unusual for some people to utilize complex structures for asset protection and succession planning when creating estate plans. However, the introduction of the Corporate Transparency Act (CTA) and the legal scrutiny it brings to business entities can significantly…
How can you simplify your estate plan for your executor?
Estate planning can be complicated. Between distributing your assets and drafting documents that comply with the law, you may find it challenging. However, it is important to get it right for the person you entrust to execute it and for…
Why you shouldn’t rely on California’s next-of-kin law
If you’re one of the many Californians who doesn’t have an estate plan because you assume you’ve still got “plenty of time” before you need to decide who will inherit your assets, it’s important to remember that estate planning is…
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