Estate Planning

If you live in California and are creating an estate plan, you probably need to write a will. This may be the case even if you are largely using a trust, beneficiary designations or other tools to pass assets since you can use a will to name a guardian for your minor...

As you get older, forming an estate plan in California is essential if you have more than one child and several assets. Failing to do so may result in hard feelings and disputes between siblings in the future when you've passed away. Forming a solid plan now...

A power of attorney (POA) is an individual that you trust and not only a document that is signed. You have to become an agent who puts the interests of another person above your own. In California, there are several steps to take to become a good representative for...

People who develop estate plans enjoy peace of mind because they know that preparations have been made to take care of their loved ones. When California residents make these preparations, one of the most important decisions they face is choosing a responsible person...

Appointing a trustee over your estate can be a stressful decision. Sometimes, people choose to select a corporate trustee over a friend or family. There are many reasons to appoint a third party to act as trustee when estate planning. A trustee is responsible for...

When California couples decide to marry, they may also be prompted to make other decisions about their future planning. This is especially true for people with specific circumstances, such as owners of closely held businesses or parents of children from a previous...

Have you been thinking lately about how you plan to provide for your family once you are gone? This is an issue that deserves considerable thought and foresight. You want to make sure that everyone in your family gets their proper share of the assets that you leave...

We’ve read the stories of seniors being taken advantage of by a friend or relative and having their life savings depleted. Unfortunately, this is a situation that happens all too often. The victims of this crime are often unable to protect themselves from being robbed...

Estate planning is a very important task that needs to be done by anyone that has assets that they want to leave behind to their loved ones. When you have an estate in place, you will be able to dictate and control what happens to your assets after you pass away....

The Five Ways To Do Your Estate Planning and Why You Need A Brea Estate Planning Attorney To Help You The first thing you need to do is take inventory of your assets and liabilities. Do you mostly have life insurance policies lying around? Do you have assets that...