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Turning what-ifs into faits accomplis


Most people experience what-if moments in their lives. These hypothetical situations can occur during a retrospective look at life or an imaginary peek at possible future events. With Andrea Shoup…

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What if You Don’t Have an Advanced Health Care Directive? Who Can Make Your Medical Decisions?


An advanced health care directive (AHCD) in California is generally necessary in case you are incapacitated and cannot make your own medical decisions. An AHCD names an agent with a…

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What is Probate?


After you pass away, probate becomes a standard procedure for your loved ones, unless you have previously taken steps to avoid it. Probate is the court process by which assets…

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Do You Need a Financial Power of Attorney as Part of Your Estate Plan?


While many people are aware of the importance of a power of attorney (POA) for healthcare, it is easy to overlook having a similar power of attorney for financial decisions….

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A Few Common Mistakes in Do-It-Yourself (DIY) Estate Planning


There are many DIY estate planning tools and forms available for a small fee, and the companies that offer them will let you believe it is simple to draft your…

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Moving to California: Understand the Estate Planning Rules


If you are one of the many people who move to California each year, you may not be aware of some of the distinct estate planning rules which may be…

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Should You Incorporate Your Business?


Forming a corporation is one of the business structures that you might be considering, and while many people think that incorporation is only for large companies it can also be…

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Cryptocurrency and Estate Planning: How to Pass on Your Digital Assets


As more people begin to hold cryptocurrencies such as Bitcoin for investment or as a store of wealth, it raises an important question for estate planning purposes. The unique way…

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What Happens to Your Debts After Death?


One of the issues that heirs to an estate may face is how to deal with any outstanding debts, and who is responsible for payment. If you are creating your…

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Your Choices When It Comes to Business Planning


If you are starting a new business or have a current business that is growing or adding ownership interests, then you may be concerned about which business structure that you…

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