Posts tagged with "california estate planning"



Estate Planning · August 26, 2022
What Your Last Will & Testament Will (And Will Not) Do—Part 2
While a will is a necessary part of most estate plans, your will is typically a very small part of a comprehensive estate plan. A will alone cannot guarantee that your family will not go to court if you become incapacitated or when you die. If you want to learn why? Here are the things you should not expect your will to accomplish!
Estate Planning · July 01, 2022
3 Reasons Why Single Folks With No Children Need An Estate Plan
These days, more and more young people are delaying—if not totally foregoing—a life that involves marriage and parenting. The lack of jobs, crushing student debt, multiple recessions, and the pandemic have pushed many young people into a life path that leaves little room for getting married—and even less room for having children. If you're single with no children, you might think there's no need to worry about creating an estate plan. But this is a huge mistake.
Estate Planning · June 24, 2022
How To Pass On Family Heirlooms & Keepsakes Without Causing A Family Feud
Smaller items, like family heirlooms and keepsakes, which may not have a high dollar value, frequently have the most sentimental value for our family members. But for some reason, these personal possessions are often not specifically accounted for in wills, trusts, and other estate planning documents. To ensure your heirlooms and keepsakes don’t create unnecessary conflicts among your heirs, ensure that your estate plan includes all of your assets, especially your family heirlooms and keepsakes.
Estate Planning · June 15, 2022
How Real Men Celebrate Father's Day
One of the most difficult things to do is think about the possibility we may die unexpectedly or too early, leaving our children without one of the most important people in their lives. That's why protecting your children in any way possible, including legally, would be at the top of your priority. Create a legal plan to protect your children if something happens to you. This is one of the best Father's Day gifts you can give yourself and the people you love.
Estate Planning · May 13, 2022
10 Common Estate Planning Mistakes Your Family Can’t Afford To Make—Part 2
The DIY approach might be a good idea if you're looking to build a new deck for your backyard, but when it comes to estate planning, it's actually one of the worst choices you can make. Are you really willing to put your family's well-being and wealth at risk just to save a few bucks? Don't wait that these mistakes won't be discovered until you're gone. Here, we wrap up the list with the remaining five mistakes your family can't afford to make.
Estate Planning · May 06, 2022
10 Common Estate Planning Mistakes Your Family Can’t Afford To Make—Part 1
Because estate planning involves actively thinking about and planning for frightening topics like death, old age, and crippling disability, many people put it off or ignore it together until it’s too late. Sadly, this unwillingness to face reality often creates serious hardship, expense, and trauma for those loved ones you leave behind, especially since estate planning is definitely not a one-size-fits-all endeavor.
Estate Planning · February 11, 2022
4 Reasons Why Estate Planning Is So Essential For Business Owners
It's easy to prioritize other business matters over estate planning when you're running a business. But, in reality, one of your most pressing responsibilities is to consider what would happen to your business if you became incapacitated or died. Although estate planning and business planning may be two distinct tasks, they're inevitably linked. And, because your company is likely your family's most valuable asset, estate planning is critical not only for your company, but also for your family.
Estate Planning · January 21, 2022
5 Ways DIY Estate Plans Can Fail And Leave Your Family At Risk—Part 2
While the DIY approach might be a good idea if you're looking to build a new deck for your backyard, it's actually one of the worst choices you can make when it comes to estate planning. Are you willing to put your family's well-being and wealth at risk just to save a few bucks? If you want to do the right thing for those you truly love, contact your Personal Family Lawyer to get your Life and Legacy Planning started.
Estate Planning · January 14, 2022
5 Ways DIY Estate Plans Can Fail And Leave Your Family At Risk—Part 1
Creating your estate plan using online document services can give you a false sense of security—you think you've got estate planning covered when you most likely do not. Keep in mind, just because you created "legal" estate planning documents online, that doesn't mean they'll work when you or your loved ones need them. Without a clear knowledge of your family dynamics, nature of your assets, and how the legal process works upon your incapacity or death, you're likely to make serious mistakes.
Estate Planning · January 07, 2022
Preventing Family Conflict And Disputes Over Your Estate Plan
No matter how well you think you know your loved ones, it's impossible to predict exactly how they'll behave when you die or become incapacitated. No one wants to believe that their family members would ever end up fighting one another in court over inheritance issues, but the fact is, we see it all the time. The best way to deal with estate planning disputes is to do everything possible to prevent family conflicts from making sure they never occur in the first place.

Show more