Discussing Estate Planning Over Thanksgiving
Thanksgiving offers a unique opportunity to discuss estate planning with family. Here are some tips for starting a successful conversation.
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Estate Planning Should Include Your Passwords
With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
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- 3 min
Will or Trust? Which is better?
You have likely heard the words “will” and “trust” as part of estate planning. What are the differences between the two, and how do you...
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Avoiding Probate in California
Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
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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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Responsibilities of a Financial Power of Attorney
The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...
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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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How to Talk to Your Parents About Estate Planning
Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...
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What If My Parents’ Executor (or Trustee) Won’t Sell Their Home When They Die?
It’s common when both parents die, that they leave their home to their children. However, what happens when the sibling, who’s the...
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