California Estate Planning Blog

Boarding Your Pet This Holiday Season? First Choose a Guardian

If you’re boarding your pet while you travel this holiday season, you most likely consider what you can do to make him feel “at home” while you’re gone – picking a reliable, friendly facility, bringing his usual food, maybe a favorite toy or a sweatshirt that smells like you.  If you love your fur baby that much, you should also make an emergency plan for him just in case. How Can I Best...

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Do I Have to Be Rich to Make a Pet Trust?

In the past, Pet Trusts were thought to be exclusively for the pampered pooches of the extremely wealthy. In some ways, Pet Trusts were made famous by the estate of Leona Helmsley, a billionaire whose trust left $12 million to her pup, Trouble.  But now that they are recognized in all 50 states, Pet Trusts have become a mainstream part of modern estate planning and a wonderful tool for t...

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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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A Pet Trust Can Keep Your Furry Friends Out of a Shelter, or Worse

In May of this year, CNN reported the sad and tragic story of a Virginia woman, who stated in her Will that she wanted her pet Shih Tzu, Emma, to be buried with her.  When the woman passed away, her dog was taken to a shelter and subsequently euthanized, cremated, and returned to her estate for burial. While we may never understand the woman’s true motivations, it’s heartbreaking to thin...

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