will

Do Your Parents have an Estate Plan?

If you find yourself in the "sandwich generation" (someone who is caring for both your children as well as your parents simultaneously), you need to know whether or not your parents have put together an estate plan. While it is still your parent’s choice to make estate planning decisions, having a plan -- no matter how

2018-10-11T10:40:29-08:00October 11th, 2018|Tags: , , , , |

Your Fall “Legal Affairs” Checklist

Fall is an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: When was your power of attorney last updated? A power of attorney is a valuable legal document, no matter what the circumstance. Not only is it flexible and can be prepared to meet

2018-10-05T12:59:25-08:00October 5th, 2018|Tags: , , , , |

Another Reason Why You Might Want a Living Trust Instead of a Will For Your Family

Many of our clients know that for California residents who own real estate or otherwise have over $150,000 of assets that don’t pass by beneficiary designation, a living trust is an efficient and protective way to transfer wealth to the next generation. What people often don’t know is that one little-discussed advantage of trusts over wills

2018-04-04T14:32:27-08:00September 4th, 2015|Tags: , , , , |