Estate Planning Documents for Children Over 18
Recommended steps to get a basic estate planning foundation in place for a child over 18, so parents can still be involved and help them.
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- 5 min
Signing Estate Planning Documents During COVID-19
There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.
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- 2 min
Living Will vs Living Trust
A Living Will only covers one phase of life (Health Care), whereas a Living Trust covers three distinct phases in relation to your assets.
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- 2 min
Power of Attorney: Why You Need One
When the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate...
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- 3 min
Do I Need to Update My Will if I Move to a New State?
As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...
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- 3 min
Do You Really Need a Lawyer to Make a Will or Trust?
With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...
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- 3 min
Estate Planning if You’re Childless
Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...
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Estate Planning for New Parents
Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
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- 2 min
Estate Planning Can Help Protect Your Independence
When most people think of estate planning, they think about money or other assets. But we all have a much more important asset than...
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- 3 min
What are the 3 “Must Have” Estate Planning Documents?
What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...
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- 3 min
Is Your Medical Directive Up to Date?
In 1976, California became the first state to pass laws enabling adults to record their wishes regarding end-of-life care and other...
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Updating Your Estate Plan After a Divorce
Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
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- 4 min
What Surviving Spouses Need to Do Immediately
Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...
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- 4 min
Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...
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- 3 min
Preparing for the Inevitable: End of Life Decisions
My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his...
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