California Estate Planning Blog

Big Family Gathering This Holiday? Keep Your Eyes Out for a Potential Guardian

The holiday season is traditionally a time of year to reconnect with extended family.  Many American films have made comedy and drama about the personality conflicts that arise at the big family dinner table.  We get updates on our family members’ health, careers, relationships and goals.  If you haven’t yet chosen guardians for your minor children, the holidays could be the ideal time t...

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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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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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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...

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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 mome...

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