California Estate Planning Blog

What is a Legal Guardian?

If you’re like me, parenting includes problem solving for many hypothetical situations every day. If my meeting runs over, who can pick the boys up from school? If my son won’t eat his dinner, is there anything else in the fridge I can throw together? Although none of us wants to think about it, a potential solution should also be considered for the unlikely situation where we were no lo...

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Estate Planning Online: It's Not Just DIY Wills and Trusts Anymore

Making a will or trust with an online Do-it-Yourself program can be confusing and has inherent risks. No one without legal training can be expected to fully understand the legal language these important documents contain. Also, since many online services are based on standard downloadable forms, they may not address your personal concerns and individual objectives. In other words, with D...

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Back-to-School is the Perfect Time to Name a Temporary Guardian

It’s hard to believe, but most California kids will be heading back to school in the next few weeks. Very few California public schools stick to the traditional post-Labor Day start dates. Back-to-School typically means shopping for school supplies, stocking up on packed-lunch ingredients, and re-organizing work and childcare schedules. With all that planning in mind, it’s a great moment...

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What is Legacy Preservation?

As parents, many of us go to great lengths to teach our children that money is not the most important thing in life. While we all want our children to be financially responsible, our priority is to transmit a good moral compass and the keys to a happy life. It therefore seems only natural then that the gifts we leave behind for our children should not be purely financial. What is Legacy ...

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Pet Insurance and Animal Care Trusts Go Hand in Hand

According to the North American Pet Health Insurance Association, nearly 2.43 million pets were insured in North America by the end of 2018. It’s clear that our pets are precious to us, and that we are already making important financial planning decisions to ensure their long-term care. But because it’s a tough subject to think about, we often don’t plan for what would happen to our pets...

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