Imagine this scenario: your cousin, David, dies without an estate plan here in California. He had no children or further descendants. He has no living siblings, parents, grandparents, or aunts or uncles, but he does have you, his first cousin on his dad’s side. His only first cousin that you are aware of. You petition the court to open a…
What if you could order a cremation for your loved one from their bedside? It would certainly avoid the need to research and find a funeral home. In addition, it avoids a visit to the funeral home and the potential for employees to try and upsell your every decision. For basic cremation with the delivery of cremains to your doorstep,…
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you should have some version of an estate plan because your parents are no longer automatically able to make decisions or act on your behalf. There are several reasons to create a power of attorney for finances once you turn eighteen. For example, the military helps…
Natalie scrunched up the letter in her hand and tossed it into the trash. “Thanks for nothing, Uncle Fred.” Her husband, John, frowned. “Bad news?” Natalie shrugged. “Remember when Uncle Fred said he was going to pay the college tuition for all his nieces and nephews?” “Sure, we figured that into our financial plan. It will be a big help.”…
Our clients understand the importance of estate planning. In this time of COVID-19, many people are also feeling a sense of urgency. It is important to remember, though, that the plan is only the beginning. A surprising number of our clients discover, after the death of a family member, that an asset that should have been transferred to the trust…