January 10, 2024
New Year’s Resolution: An Estate Planning Checklist for 2024
As we step into a new year, this is the perfect time to reflect on our goals and aspirations, not just for ourselves but for the well-being of our loved…
January 10, 2024
As we step into a new year, this is the perfect time to reflect on our goals and aspirations, not just for ourselves but for the well-being of our loved…
January 5, 2024
Most of us don’t have to worry about what to do with our $12 billion-dollar fortunes, although it’s certainly fun to dream about it. Most would probably consider giving a…
December 29, 2023
Small business owners often focus on the day-to-day operations of their company, dedicating their time and energy to making it successful. However, one aspect that shouldn’t be overlooked is estate…
December 20, 2023
Avoiding Probate When considering the management and distribution of an estate, the term ‘probate’ often emerges. Probate is a legal process of administering the estate of a deceased person, resolving…
December 17, 2023
We rely on Taylor Swift for fun, upbeat music, entertainment via the tabloids, and perhaps a few lessons on dating in the twenty-first century. But can we rely on her…
December 14, 2023
A living trust is a legal document that allows individuals to place their assets and property into a trust during their lifetime. In California, this document serves as an…
December 10, 2023
The holidays are a time for family togetherness, good food, and fond memories. However, it can also present opportunities for important yet sensitive conversations about the future. Discussing estate planning…
December 5, 2023
Understanding and effectively utilizing the power of attorney (POA) is an important part of estate planning for every Californian. However, a California durable power of attorney is often a…
November 22, 2023
In an ever-evolving legal landscape, understanding the intricacies of the Power of Attorney (POA) in California is crucial, especially when it comes to medical matters. This comprehensive overview is provided…
November 15, 2023
Understanding when to start estate planning in California is crucial to securing your legacy and ensuring your loved ones are protected. In California, where the laws are unique, and the…