You do not need to understand cryptocurrency to have some. Trading platforms make it easy to buy and sell without in-depth knowledge of the technology behind digital currency. While few people could claim to be experts on how cryptocurrency works, too many families...
Estate Planning
5 reasons when you should consider changing a will’s executor
The executor has a pivotal role in settling your estate, making sure outstanding bills and taxes are paid, disputes settled among heirs and assets distributed to beneficiaries. The role is thankless, time-consuming, stressful and overwhelming. You want to make sure...
Your decision: Why you need to have a health care directive
An advance medical directive serves as a legal document that provides specific instructions to health care professionals as to what they should do if you are in a coma, unable to communicate, seriously injured, terminally ill or in a vegetative state. Because you...
Understanding the impact of unequal inheritances
While you may love all your children equally, you may not feel that they should receive equal inheritances once you pass away. If one of your children earns less than their siblings, you may want to leave them a greater share of your assets to provide them with...
The biggest mistakes estate executors make
The executor of an estate, whether the attorney or a trusted friend or family member of the deceased person, has a significant responsibility. He or she oversees the payment of estate taxes and debts, as well as the distribution of assets to estate beneficiaries. ...
What are the California requirements for probate?
While not every estate needs probate, preparing for this process can help with the smooth administration of your estate. California, like other states, has specific laws that cover probate. Review the California probate requirements to inform your estate planning....
How can I use my estate plan to protect my heirs’ inheritance?
As you approach your retirement years, you may need to use estate planning to help you preserve your personal property and wealth. Whether you plan to leave behind cash, property or some other assets to your loved ones, a comprehensive estate plan can help shield...
Estate planning after a dementia diagnosis: legal mental capacity
You have probably heard the term "being of sound mind" in conjunction with a will, but that phrase does not automatically mean a family member with a dementia diagnosis cannot participate in estate planning. In fact, after a dementia diagnosis, it becomes critical for...
Avoid these common estate planning mistakes
Even when you know you need an estate plan, you may be unsure where to start. Understanding the common mistakes that arise during this process can remove some of the confusion. Get ready for estate planning by learning about the pitfalls to avoid. Not updating your...
Passing On What Is Really Important – When a Will Is Not the Only Way -2
Most people begin the estate planning process, because they believe that it will help their families, by making their wishes clear while they are still alive. And an estate plan will do exactly that when it comes to health care and major assets. But the traditional...

