Research tells us that the majority of Americans today still do not have estate planning in place and only a third of parents have properly named legal guardians for their minor children. That’s problematic because life happens to all of us and gives none of us...
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you and your loved ones cannot afford. Some mistakes involve...
Before you get alarmed, the real elephants are safe. But you metaphorical elephants, watch out! I know how to eat you…and I’m willing to share how. What do I mean? Creating “to-do lists” of resolutions and goals is part of human nature. So is...
Estate planning is on many “to-do lists” each year. That is a good thing. But resist the temptation to simply check it off your list. It’s not a “one-and-done.” If you are doing your planning right, it should never leave that list because...
The New Year is here! Do you ever find, as we do, that the years tend to fly by the older we get? We know just how busy this year is already because it is for us, too. Between work and the holidays and getting the kids back in school, it feels like there is very...
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