Estate Planning

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...

Disclaiming an inheritance in California is a legal process wherein an heir or beneficiary refuses to accept an inheritance or gift from an estate. This process can be a strategic decision for various reasons, including tax implications, creditor issues or personal...

Debt can be complicated when someone passes away. We have previously discussed the fact that many minor debts have to be paid off by the estate executor. For instance, they may need to pay property taxes or pay off credit cards. This debt is not inherited by the adult...

Estate planning can help to provide insight into how you want your estate to be distributed and managed after your passing. Most estate plans exhaustively cover tangible assets such as real estate. However, a digital estate, which comprises online accounts, digital...