December 13, 2018
Designating an Emergency Guardian for Your Children

Designating an Emergency Guardian for Your Children

Planning for a time when you are not able to care for your children may not be the first thing on your mind while you are […]
December 11, 2018
Leaving a Vacation Home or Second Home to Your Relatives

Leaving a Vacation Home or Second Home to Your Relatives

When you own a vacation home or second home, you may want to keep it in the family by leaving it to your relatives. To make […]
December 6, 2018
Should Your Estate Plan Change After You Receive a Personal Injury Settlement?

Should Your Estate Plan Change After You Receive a Personal Injury Settlement?

After you receive a personal injury settlement, you should take a second look at your estate plan. While being injured in an accident is often painful […]
December 4, 2018
How Will a Reverse Mortgage Affect Your Estate Planning?

How Will a Reverse Mortgage Affect Your Estate Planning?

If you are considering taking out a reverse mortgage on your home, keep in mind that it will affect your estate planning in a few ways. […]
November 29, 2018
What to Tell Your Family Members about Your Estate Plan

What to Tell Your Family Members about Your Estate Plan

When you begin estate planning, you should consider what to tell your family members about your estate plan. What you tell them, and what you don’t […]
November 27, 2018
How Can Estate Planning Help Your Family After a Serious Medical Diagnosis?

How Can Estate Planning Help Your Family After a Serious Medical Diagnosis?

You or someone in your family has just received a serious medical diagnosis. You are overwhelmed with doctor’s appointments, treatment options, anxiety, and stress. How will […]
November 22, 2018
No Matter How Much You Own, You Need an Estate Plan

No Matter How Much You Own, You Need an Estate Plan

Some families think that because they do not have much money, they do not need to do any estate planning. In fact, it does not matter […]
November 20, 2018
What Are Transfer on Death Securities in California?

What Are Transfer on Death Securities in California?

When you are helping to settle a deceased relative’s estate, you may come across some transfer on death securities. To properly pass on all the estate […]
November 15, 2018
Will Your Lifetime Decisions Impact Relatives’ Inheritances from Your Estate?

Will Your Lifetime Decisions Impact Relatives’ Inheritances from Your Estate?

Decisions that you make during your lifetime can have a substantial impact on which property relatives will inherit from your estate. It is important to review […]