5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)
You have heard the common estate planner saying, “make sure your beneficiary designation forms are…
2 years ago
Estate Administration
Five Milestones for Young Adults That Reveal a Need for an Estate Plan
As young adults embark on the journey toward independence, many significant milestones exist to celebrate.…
2 years ago
The Top 10 Passwords and Asset Information to Write Down for Your Trustee
When planning your estate, providing your trustee with essential passwords and information about your assets…
2 years ago
What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
2 years ago
How to Protect Separate Property in Estate Planning
How to Protect Separate Property in Estate Planning Estate planning in California can be complex,…
2 years ago