July 31, 2018
Setting Up a College Savings Plan for Your Children

Setting Up a College Savings Plan for Your Children

You can start saving for your children’s college education using a 529 plan. 529 plans, which are named after the section of the Internal Revenue Code […]
July 26, 2018
Choosing an Estate Planning Attorney

Choosing an Estate Planning Attorney

Choosing an estate planning attorney takes time and careful consideration. Your goal should be finding an attorney you trust who (1) listens to and addresses your […]
July 19, 2018
Guardianship Basics in California

Guardianship Basics in California

Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to […]
July 17, 2018
Pet Trusts in California

Pet Trusts in California

Do you have a beloved pet and want to make sure your pet always receives the best care? You may want to consider forming a pet […]
July 12, 2018
Changes to Your Estate Plan as You Approach Retirement

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 […]
July 10, 2018
How a Power of Attorney Can Protect You

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 […]
July 5, 2018
If You Have Life Insurance, Do You Still Need a Will?

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 […]