Many of you probably are hearing that a new tax law called the SECURE Act was passed this year. From an estate planning perspective the main thing to be aware of in this law is the provision regarding Accelerated Distribution Requirements After Death. What this provision does is force an accelerated distribution timeline of an […]
After facing the loss of a dear loved one, many California residents may simply wish to have time to deal with their feelings. However, executors may not have the ability to close themselves away as they will need to contend with many tasks in order to properly close the estates left behind. In particular, decedents’ […]
End-of-life care is essential for maintaining the dignity and respect of people during their final days. Living wills and health care powers of attorney play an important roll in ensuring that a person’s final wishes are truly upheld. Without these documents, California residents might not receive the care they envisioned. Unlike wills used to distribute […]
The death of a loved one leads to raw emotions. For the loved ones left behind, the days and weeks after the loss are likely going to be a flurry of activity that can be difficult to get through. Making a plan for the tasks that you need to complete during this time can help […]
Discussing end of life matters can be uncomfortable for everyone involved. However, failing to deal with and address that discomfort can lead to a serious problem — no legacy to leave behind. Tackling this difficult topic and delving into estate planning can ensure that a person’s final wishes are respected, and one’s legacy preserved. Leaving […]
Pets hold special places in the hearts of their owners, with many becoming more and more like family members over the years. For older pet owners, their pets might be their primary companions. In California, many owners want their pets to continue thriving even in the event of their own passing. By including their beloved […]
The start of a new year means different things to many people. For some in California it is a time to forge ahead with different goals, while others find it a time of peace and reflection. No matter how you ring in the start of another year, it is usually a good idea for people […]
Probate is often unfairly portrayed as an unnecessary and archaic procedure. Many people in California make avoiding probate one of their priorities during estate planning, even if they do not fully understand the benefits and downsides of the process. While it is not always an ideal outcome, probate can be useful when approached correctly. One […]
BLOG POST CATEGORIES
- Does the SECURE Act passed in 2020 affect your Estate Plan?
- Living wills ease burden on loved ones
- Creating a legacy through estate planning
- Wills need regular updates to be effective
- Does social media information belong in wills?
- Estate planning is essential for both life and death
- Executors may need assistance dealing with decedents’ debts
- Avoiding probate impossible? Make sure you understand the process
- Don’t face probate alone — we can help
- Should I be scared of probate?