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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Beneficiaries of a California Estate

When an individual plans their estate, they often create a will that determines exactly who will inherit their assets. The person or group of people chosen to receive assets after a decedent passes away are known as beneficiaries. Often, the decedent will leave them money or other assets, such as meaningful tokens, jewelry, or larger […]

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Finances After Incapacitation in California

When an individual is no longer able to handle their own affairs, they may be concerned about the future of their estate, their legal matters, and their finances. Becoming incapacitated, meaning that a person can no longer care for themselves, often happens unexpectedly and the individual may not have prepared for this unfortunate turn of […]

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Modifying an Estate Plan after California Divorce

When a couple in California is thinking about divorce, there are a lot of different factors that should be taken into consideration. One such factor that may need to happen if the divorce occurs is the modification of each spouse’s estate plan. In a lot of cases, people list their spouse as the person who […]

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