Category: Estate Planning

Estate planning considers not only the allocation of an individual’s assets to designated beneficiaries after death, but a variety of other eventualities. Disability insurance is a vital part…

As healthcare quality improves, many people are living longer lives, sometimes decades past retirement. According to the Administration for Community Living, the cost of long-term care, such as…

While contemplating one’s mortality and end-of-life choices might be difficult, estate planning does not need to be a melancholic task. In reality, estate planning can bring about a…

In the wake of a loved one’s passing, beneficiaries will need to understand how to claim the life insurance proceeds and Social Security benefits due to them, as…

Trusts are valuable estate planning tools that offer numerous potential benefits, such as avoiding probate, reducing taxes, protecting assets, and ensuring that beneficiaries can inherit assets with minimal…

A trust can be a great way to have more control over the manner in which assets are passed to family members and other beneficiaries. Trusts offer an…

Probate is the process by which an individual’s estate is administered after their death in California. The probate process involves submitting the decedent’s Last Will and Testament to…

Most people realize that a Last Will and Testament provides guidance for how an individual would like their liabilities and assets to be distributed after their death. This…

There is so much to do when you move: packing, house hunting, turning utilities off and on, updating your address, and many more tasks. One thing you may…

According to the National Council on Aging (NCOA), 75% of individuals will likely need assistance from someone else regarding their medical decisions. Establishing medical directives can help improve…

When an individual passes away in California, a probate court determines whether their Last Will and Testament is valid. This process protects decedents’ estates and their designated beneficiaries…

Whether an individual is actively planning their estate or just looking for ways to decrease their tax burden and increase what they can leave behind for loved ones,…