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Thinking about a time when you won’t be able to make medical or financial decisions for yourself isn’t pleasant. However, if you don’t plan for this possibility, then it may leave a stranger in charge of your assets and life. It’s possible to prevent this with a...
A life insurance policy can be a great way to care for your family members if you were to pass away. It can also be a way to simply leave them more assets after an expected passing. Many people will do their estate planning around their life insurance policy. You may...
A trust is a legal arrangement where you give another party, known as the trustee, authority to manage your assets on behalf of a beneficiary or beneficiaries. There are several types of trusts to choose from, but a major difference is whether they are revocable or...
It’s important to prepare for the end of your life. It’s something you know you should do, but six out of 10 adults in the U.S. don’t have a living trust or will in place. While most older adults have these important documents in place, many younger Americans have...
A living trust is a valuable estate planning tool for many Californians. A living trust allows you to maintain control over your assets while you’re alive. Then they’re relatively seamlessly transitioned to your beneficiaries – typically without having to go through...
A will is one of the most important estate planning tools you can ever create. With a valid will in place, you can have peace of mind knowing that your assets will go to the right beneficiaries when you die. However, not all assets belong in your will. Understanding...
Creating an estate plan takes a lot of work because you have to ensure that you have everything set for your loved ones when you pass away. While you might be focused on the will that you need to create, there are other things to think about. When some people hear...
It is best to consider your estate plan as something fluid and dynamic. You need to review and alter it as you go through life for it to serve you and your family as well as it can. Here are some stages to think about: When you first turn 18 years of age You might not...
You want to leave a substantial amount of money for your adult child to inherit when you are gone. Your plan has always been to provide enough for them to live on for the rest of their lives. However, in the last year, you have noticed that your child is recklessly...
Everyone needs an estate plan regardless of the size of their assets. A properly written estate plan guarantees that your wishes will be honored when you pass on and that your assets will be distributed exactly how you want them to be. But what happens when things...
