Considering Changes to Your Estate Plan as You Approach Retirement
As you approach retirement, consider revisiting your estate plan to ensure it still meets your needs. If you made the plan years ago, many things in your life may have…
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How a Power of Attorney Can Protect You
Nearly everyone has financial obligations that would need to be managed in the event of a serious accident or health problem. A power of attorney can be used to help…
If You Have Life Insurance, Do You Still Need a Will or Trust?
Companies advertise life insurance as the solution to all your future planning needs. The insurance provides funds to support your spouse and children if anything were to happen to you.…
Health Care Directives in California
Health care directives allow Californians to decide who will make decisions for them if they cannot do so themselves. These legal documents designate the people who will make medical decisions…
When a Relative Dies Without a Will
If your relative died without making a will, you probably have questions about what to do next. Dying without a will is known as dying intestate. When people die intestate,…
How Will the New Federal Estate Tax Exemption Affect Estate Planning?
The Tax Cuts and Jobs Act of 2017 raised the estate tax exemption, among numerous other changes to federal tax laws. While the other changes may affect your annual income…
