Category: Estate Planning

A Thoughtful Holiday Gift for Your Adult Child

The holidays are nearing once again and you need to come up with a thoughtful holiday gift for your adult child. Some years are easier than others to think of that perfect gift for your child. If you are looking for a thoughtful gift for your adult child, you may want to consider an Estate [..]

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What Happens if I Become Incapacitated?

An Estate Plan in one sentence is: A plan of action of what happens to you, your property, and the people that you are responsible for when you either die or become incapacitated. Many people think of an Estate Plan as simply a will or as something that goes into effect after I die. There [..]

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Special Needs Trusts, Part 2: When And Why You May Need An SNT

Typical estate planning tools may not necessarily be the solution if a loved one is disabled or has special needs. Californians have the option of utilizing a special needs trust (SNT), which provides a mechanism to address the anticipated future requirements of a special needs beneficiary. When do you need an SNT and why? A [..]

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Estate Planning Mistakes Of The Rich And Famous: Harper Lee

Harper Lee, the auspicious author of the American literary classic, To Kill a Mockingbird, passed away in February of this year (2016), leaving an estimated estate of 35 million dollars. While this number may be inaccurate, public court records showed that Lee earned $1.7 million dollars in six months during 2009, while sales of her [..]

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Why do I want to Avoid the Probate Process?

One of the main reasons people create estate plans is to avoid the probate process. But, what does this really mean and how does it benefit your family? Probate is the legal process used by courts to administer the estate of a deceased individual. During the probate process, all claims made against the estate are [..]

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Have you Appointed a Guardian for your Minor Children?

No parent wants to think about somebody else raising their children. However, it is one of the most important decisions you can make for your minor children. Although nobody can take your place, appointing a guardian to care for your children if you and your spouse should both die, ensures that your kids are raised [..]

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Why do I need a Power of Attorney?

One important aspect of having a comprehensive estate plan is creating a power of attorney (POA). The POA document authorizes another party to act on your behalf in personal and/or business matters. If you have not appointed a POA, contact us immediately for assistance. There are several reasons why you need a POA. Nobody knows [..]

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Top Reasons you Need an Estate Plan

There are many reasons people postpone taking action to create an estate plan. However, there are many extremely important reasons you should set aside the excuses and schedule an appointment with our knowledgeable estate planning attorney: Avoid probate. You have probably heard that the probate process can be expensive and time-consuming. There are a wide [..]

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