California business owners have additional needs when it comes to estate planning. Owning a business presents further issues when it comes to business continuity. This goes along with the need for management of personal assets. As a result, the business owner's estate...
Getting started with estate planning
Southern Californians who own property may know that they want their loved ones to inherit their assets, but they may not know the best way to pass them on. Though wills are good for certain types of heirlooms, individuals in San Diego should determine whether it is...
Regular review of a will is valuable
Estate planning is a subject many people find easy to put off for another day, even though they realize it is one they should address. Those California residents who have begun the process by creating a will should be pleased with that accomplishment but also realize...
Is your estate plan ready for your divorce?
Creating an estate plan not only provides security for your loved ones, but it can give you peace of mind as well, especially if your plan includes elements to protect your wishes while you are still alive. When you made your estate plan, you likely anticipated few...
When does a California family need a special needs trust?
The types of tools you should use as part of your estate plan depends on the needs and objectives of your individual family. Every estate plan is different, and you can take steps to ensure that your plan meets your needs and helps you take care of your loved ones...
Your estate plan and your addicted child
Like many families, yours may be watching with sorrow as one member struggles with addiction. The opioid epidemic knows no boundaries, and families from every corner of society have felt the impact of its control on the lives of loved ones. While many deal with...
Diagnosed with terminal cancer? Protect your medical care wishes
Different cancers kill hundreds of thousands of people every year, many here in California. If you've received a terminal cancer diagnosis you may be wondering what you can do to make sure your medical care wishes are respected and honored going forward. After all,...
What happens to your assets if you die intestate?
You may have recently found yourself looking over many of the possessions you have accumulated over the years. Some of them may hold a considerable amount of meaning to you, while others you may simply have obtained out of necessity or passing interest. Nonetheless,...
“What will happen to the dog?” Estate planning for family pets
When it comes time to plan for the future of your estate, you probably have several assets and pieces of property to consider. 401(k)s, trusts, bank accounts, family heirlooms, expensive items of jewelry and more. You will also likely develop a plan for how to care...
You may want to think twice about DIY estate planning
Due to your sense of independence, you may enjoy doing a variety of activities and completing certain tasks on your own. As a result, you may have a fond place in your heart for do-it-yourself projects. Though many DIY alternatives can help you meet desired goals...
