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California Estate Planning Blog

In 2020, Resolve to Make Your Estate Plan.

When making New Year’s resolutions, we often commit to doing things for ourselves that we know we should do – but never actually do – because we don’t prioritize them.  Drinking more water, getting more sleep, visiting a new place, learning a new skill – whatever your personal aspiration, if you fail to keep your New Year’s resolution, it’s likely because something or someone you DO prio...

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Starting a Family? An Estate Planning Checklist to Help You Prepare

When most people think about starting a family, their minds jump to stroller choices, room decorations and baby names.  On another level, they may start to plan for the financial responsibility that having children entails.  There are aspects of estate planning that need to be part of your larger financial plan, to ensure you are preparing for your new family in the best way possible. Ho...

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Without an Estate Plan, Things Can Look Pretty Scary

On Halloween, most people are willing to think about death, at least in a whimsical way. Considering our own mortality is a weighty job, and many people put off making an estate plan, to the detriment of their loved ones. Our legal system does provide a default plan for individuals with no estate plan, which is handled by the Probate Court. Read on to discover why the Probate Court is no...

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Four Ways Your Estate Plan Can Protect Your Child

Many people’s primary estate planning goal is to protect and provide for their children. Proper estate planning will provide many opportunities to offer your children financial security, but not all strategies are created equal.  Consider the four guideposts below when creating a kid-conscious estate plan. How can my estate plan protect my child? Avoid outright distributions to minors. A...

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Am I Ready for Estate Planning?

Like many of the most important steps we take for our physical health, estate planning is a kind of preventative medicine. It’s something you don’t have to do today, but you know that doing it will likely help you or your family avoid problems down the road. Having a clear picture of what estate planning entails may help you make it a priority, sooner rather than later. Am I too young fo...

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