Incapacity planning is not necessarily something that everyone thinks about very often -- especially young... [Read more...]
Key Tips for Choosing Who To Name as Executor of Your Estate
When you are making a last will and testament as part of your estate plan,... [Read more...]
Avoiding an Audit
The Internal Revenue Service recently released its Strategic Operating Plan. In that plan, the Service... [Read more...]
What if You Want to Change Your Living Trust
Revocable living trusts are one of the best estate planning tools available to most people.... [Read more...]
Your Path to Estate Planning – The First Steps
Estate planning can seem like a daunting challenge to anyone who hasn’t started the process... [Read more...]
Difficult Conversations Dealing with Estate Planning
Conversations about estate planning can be stressful, difficult and uncomfortable. However, it’s important to be... [Read more...]
What Exactly is Escheat?
Have you ever heard someone use the term “escheat” in daily life? Unless you work... [Read more...]
3 Questions About Common Law Marriage in California and How It Could Impact Your Estate Plan
Question 1: What is a common-law marriage? In some states couples can get married without... [Read more...]
Estate Planning Questions for Young Professionals
If there is one group of people who are least likely to have any kind... [Read more...]
New Survey Shows Who is Unlikely to Make an Estate Plan
A recent survey seems to demonstrate a lack of desire to create, or even get... [Read more...]
Insurance and Estate Planning
A complete estate plan involves a variety of tools and options, and no two plans... [Read more...]
Common Questions About Life Care Planning
Question 1: What is life care planning? A life care plan is a comprehensive plan... [Read more...]
