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Avoiding Common Mistakes in Estate Administration

When dealing with deep emotions in the aftermath of a loved one’s death, the last thing you want to think about is complex financial and legal concerns. However, if you were named the executor of someone’s estate, it means they trusted you to keep a level head while you oversee the management of their hard-earned Read More

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The ABC’s of Asset Protection Planning

Asset protection is an often overlooked but potentially critical part of estate planning. When performed correctly, asset protection can safeguard your wealth from seizure by creditors and other potential claimants. It is sometimes used by elderly or infirm individuals to establish eligibility for state and federal government benefits. However, any asset protection plan must avoid Read More

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Planning for Long-Term Disability Through Advance Health Care Directives

Would your doctors and loved ones know what medical treatment you would want if an accident or illness left you incapacitated? If you haven’t written down your wishes or named someone to oversee your care, then you’re leaving these crucial issues to be decided by family members, doctors or even judges. The best way to Read More

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Choosing Contingent Beneficiaries and Fiduciaries for Your Estate

Creating an estate plan requires you to think seriously about how you want your property handled when you’re gone. You choose your beneficiaries, how much should they receive and when. You also choose a fiduciary — a trustee, personal representative or other person who will manage your estate. But you will also need to specify Read More

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Should You Create a Trust if You Already Have a Will?

If you have taken the time to create a will, you are on the right path toward ensuring that your estate is handled as you desire after your death. However, you should not stop there. In California, it is highly recommended that you create a trust, a flexible tool that gives you greater control over Read More

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