Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025 The Top 5 Things to Spring Clean in Your Estate Plan
As you begin to declutter your garage, empty out your closets of old clothes from…
1 day ago
Estate Planning
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…
1 month ago
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 months 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…
3 months 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…
4 months ago