Life Insurance Beneficiaries and Your Trust: Do They Match?
When people think about an estate plan, they usually think about the trust itself: who…
2 weeks ago
California
What to Do in the First Thirty Days After Someone Dies in California — A Practical Guide for Families
The first days after a death do not feel like the days that came before.…
2 months ago
Five Estate Planning Conversations to Have This Summer — Before Q4 Gets Complicated
They finally sat down at the kitchen table on the Fourth of July. The kids…
3 months ago
058: The Importance of Guardianship in Your Estate Plan
Big Three from Episode #058: Parents can nominate someone for guardianship, but only the judge…
6 years ago
Estate Planning and Divorce
The divorce rate in the United States is approximately 50%. The “gray” divorce rate –…
10 years ago
Using Small Estate Affidavits to Transfer Assets
In California, a document called a small estate affidavit may be used to transfer an…
10 years ago