Archive for October 2017
Estate Planning is Only the Beginning! 4 Ways to Keep Your Plan Current
Once you create your estate plan, it is extremely important that you keep it updated and current. For most of us, our personal and financial situations will change over time, and our California estate planning must reflect these changes. These changes can include marriage or divorce, having children, injury or illness, buying or selling a…
Read MoreShould You Accept the Responsibility to Be Someone’s Agent Under Their Durable Power of Attorney?
A durable power of attorney is the document that allows you to appoint someone to financially act in your place if you are incapacitated. The person you choose will be given this authority as your agent. Being chosen as an agent under someone’s durable power of attorney is a big responsibility, but it does not…
Read More3 Tips to Fall into Good Estate Planning in California
Estate planning in California involves making sure your family is protected and provided for in the event you are no longer with them. Although you may think it sounds morbid, it’s something that is critically important for everyone to prioritize. There is never a wrong time to start estate planning, and here are three tips…
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