Articles

The importance of planning ahead for long-term care

The need for long-term care should be considered during the estate planning process. Recent statistics show that an estimated 60 percent of Americans will need long-term care at some point in their lives. Long-term care is becoming more common as our population ages and life spans lengthen. This is because many people of advanced age […]

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Estate planning in the electronic age: protecting your digital assets

Take a moment to think about your digital footprint. Do you have accounts on sites like Facebook, Twitter, Instagram or Pinterest? What about business networks like those established by industry groups, alumni associations or on LinkedIn? Do you have online access to pay your credit cards, utilities, mortgage, car payments, student loans or other debts? […]

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Due care can help you avoid common estate planning mistakes

Many people avoid estate planning so they don’t have to think about the issue of their own deaths. However, much like taxes, death is inevitable. By understanding our own mortality – and taking steps now to plan ahead – we can protect both our loved ones and our assets after we are gone. Generally, something […]

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Blogs

What do I Need to Know About Inheritance Law in California?

When creating an estate plan, there can be a lot of information to consider in one sitting in order to ensure you accomplish everything you want to. One of which can be if there are any tax implications that come with the plan. Trying to understand this can be overwhelming, which is why it is […]

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What Do I Need to Know About Revocable Trusts?

When a person creates an estate plan, they may choose to set up a trust in the process. This allows them to protect their wealth from taxes in order to pass on as much as they can to a beneficiary. In doing so, the trustor appoints a third-party trustee to manage their assets on behalf […]

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Important Estate and Tax Planning Tips for the Fiscal Year

With tax season approaching, it is important to think about the tax implications that come with estate plans. This is because educating yourself on the topic can result in certain benefits before the fiscal year ends. During this time, consider the following estate and tax planning steps: Bunching Charitable Gifts for Income Tax Deductions If […]

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