Often times, there are many thoughts that go into a person’s mind when they consider the creation of an estate plan. As it seems like a daunting task, there are many misconceptions that arise with the notion. While this can deter people from doing so, having an estate plan is one of the most important […]
Read More
What are Common Myths About Estate Planning?
What Steps Should I Take After the Death of a Loved One to Handle Their Estate?
It is an overwhelming and emotional time in a person’s life when they lose a loved one. While this is true, there are many steps to be taken afterward in order to ensure that the deceased’s estate plan is taken care of. This includes the following: Notify Family Members and a Funeral Director It is […]
Read MoreWhy is it Important to Review My Estate Plan in the New Year?
As a person’s life continues, they often encounter many changes that impact their future significantly. It is crucial that these important moments in a person’s life are reflected in their estate plan. The beginning of a new year is the perfect time to implement these changes. While it can seem bothersome and daunting to plan […]
Read MoreHigh Net Worth Estate Planning in California
One of the most important things a person can do in their life is to create an estate plan for themselves. This is because it allows them to have a plan in place for their cherished assets when their life is over. While this is important for anyone, it is especially important for individuals who […]
Read MoreWhat to Know About Estate Planning for Special Needs Family Members in California?
Many people have loved ones with special needs that they spend a great deal of time taking care of. They know and understand the needs of these individuals as well as how important it is for them to receive this care throughout their life. It is because of this that many people want to make […]
Read More