Estate Planning

A power of attorney (POA) is a legal instrument that lets someone you trust make decisions on your behalf. In California, there are several types, each serving a different purpose.  Choosing the right Power of Attorney (POA) is an important part of estate planning and...

Once you make an estate plan, it can be easy to forget about it. That could cause problems if you don’t address important changes in your life, family or assets before you pass away or even become incapacitated. One of the times you must dust off your estate plan and...

An estate plan typically needs to be updated after it’s been created. Neglecting the estate plan could mean that it’s outdated when you pass away, so it doesn’t accurately reflect your wishes or give your family the assets you intended for them to have. When should...

Perhaps you understand how essential estate planning is for you, your family and your assets, and you are ready to create your plan. You may prioritize convenient and low-cost planning, but choosing the wrong approach could compromise everything you care about. Before...

A digital estate plan is an essential tool for managing and protecting your online assets after your death. However, if not prepared properly, it may fail to reflect your wishes accurately, leaving your digital footprint unprotected. When creating your digital estate...

It's an unfortunate situation, but in some families, the parent-child relationship reaches a point where one or both parties decide it's best to cut ties for the time being. It could be due to an addiction, lifestyle choices or a multitude of other reasons. In such a...

Are you one of the many older Californians who rely on an in-home caregiver to help you with everyday tasks that have become increasingly hard to manage? More and more people are opting to stay in their own homes rather than move to assisted living or other care...

One way to make future healthcare decisions is to use a medical power of attorney. Instead of making those decisions directly – such as saying that you don’t want to be resuscitated  – you instead pick an agent and give them the legal ability to make these choices on...

In the past, it was very common for people to attend a will reading after someone else passed away. The attendees may include family members or others who believed they would be beneficiaries. They would go to the will reading so that an attorney could read them the...

One part of estate planning that’s often overlooked is determining who to name as the executor of the estate. This is the person who is going to make sure that the instructions you provided in your estate plan are followed. There are several responsibilities besides...