Call: 925-317-1028
Call: 925-317-1028
A life insurance trust is a powerful tool in estate planning that can ensure your loved ones are financially secure after your passing. Some individuals know they need to have life insurance, but they don’t realize how a life insurance trust can benefit them. A life...
An uncomfortable but crucial part of estate planning is creating directives regarding your preferred medical care should you become incapacitated. These advance health care directives allow you to continue making your own medical decisions—with the help of an...
There are certain times in life when it becomes necessary to update estate planning documents. If a beneficiary dies before a testator, removing them from the estate plan will often be necessary to keep the documents valid and up-to-date. If someone divorces, they...
People often believe that estate planning is something they can put off until they’re older. Maybe they decide that they’ll make a plan when they retire, for instance. The truth is that everyone could have an estate plan. Any legal adult needs to have a plan in place....
More Americans than ever have come to appreciate the peace of self-directing their own medical care and treatment. Knowing they have a say in their healthcare, whether sick or healthy, gives people a sense of lasting empowerment. Those diagnosed with a severe or...
When you meet the love of your life and decide to settle down, you hope to live happily ever after. Unfortunately, some marriages just don't make it. This explains why more and more couples are signing prenuptial agreements before tying the knot. A prenup separates...
Powers of attorney are among the most important protective estate planning documents people draft. Even relatively young adults just over the age of 18 would benefit from having such documents in place as they help individuals secure financial and medical support when...
You and your partner have recently had a child. Understandably, you’re looking to the future and you have no intention of going anywhere. Despite the common perception of estate planning being morbid, this is far from the truth. Estate planning can be an important...
A Payable on Death (POD) account is just one tool that you can use when you’re trying to determine how to transfer your finances from your name to someone else’s. Many people accomplish this goal simply by naming their heirs in a will and stating how much money they...
Do you believe you have no control over the circumstances of your eventual death? While this is true in some instances, such as a sudden fatal car accident, it need not always be the case. Modern-day estate planning allows you to plan many aspects of your healthcare...