Using Private Professional Fiduciaries
If you don't have any family members or close friends who are able and willing to help you manage your personal and financial affairs, a Private Professional Fiduciary is a great alternative.
The Importance of Updating Your Beneficiary Designations
Do you know who is listed as your beneficiary(ies) on your beneficiary designated assets? If not, the answer may surprise you and can negatively impact your estate plan.
Halloween is the Perfect Time to Think about Estate Planning
Historically, Halloween was a celebration of human death. Have you thought about what will happen upon your death?
Estate Planning Should Include Your Whole Family...Even Your Pets!
Don't forget Buddy! Estate planning should include all members of your family, including your beloved pets.
Quick Tip: You Can Potentially Save Money Through Transmutation
Transmuting property to community property can save beneficiaries in capital gains tax.
Do I Want to Avoid Probate?
Whether or not you need to avoid probate can be a complex question. Speak with an estate planning attorney to decide if one or more probate avoidance techniques is right for you.
Choosing a Guardian for Your Minor Children
Choosing the right guardian for your minor children can be one of the most difficult decisions in the estate planning process. This blog post identifies some characteristics you should consider to help make this decision easier.