Now that you have an estate plan in place, you should test it by doing a “fire drill.” Just like a fire drill at school or work practices how you evacuate a building safely, a fire drill for your estate plan tests the accessibility and operability of your...
When was the last time you reviewed your estate plan? Do you know if it will work when you need it to and be a treat for your loved ones to manage? Or is there a nasty trick lying in wait? Get our Estate Plan Checklist to give your plan a quick audit. It’s no secret...
When was the last time you and your spouse discussed your estate planning? We know it is probably not on your list of “date night” conversations. In fact, many of our friends, family, and even professionals we work with tell us that once they create their estate plan,...
It may seem too early to talk about year-end planning. But the 2017 Tax Cuts and Jobs Act set many changes in motion for charitable giving. Whether a clients’ charitable giving stems from a concern for those who are less fortunate, the desire to support a...
We know just how busy the fall can be for you and your loved ones. We are entering into the holiday season which is packed full of time with family and friends, holidays, and great weather. Of course, we also know that this time of year can lead to a bit more...
The Value of a Letter of Instruction for Your Estate PlanJanuary 20, 2021
A Step-by-Step Guide to Leaving Your Loved Ones PreparedJanuary 19, 2021
What 5 Documents You Should Include in Your Estate PlanJanuary 12, 2021
Is Your Estate Plan Updated for the New Year?December 30, 2020
Where There’s a Will, There’s a Way – To California Probate CourtDecember 16, 2020