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Year: 2020

Is an incentive trust right for your heirs?

Many people spend a lifetime accumulating their wealth because they hope to leave a legacy behind for their heirs -- and there’s nothing wrong with that. Sometimes, however, they worry what will happen if they hand that money over too freely. That’s where incentive...

Why you need an advance health care directive

An advance health care directive is one of the most important documents that any Californian of any age can have in their estate plan. However, it’s also one of the most emotionally challenging for many people to draw up. That’s because it addresses your wishes for a...

Make an estate plan after these life events

Technically, everyone should have some sort of estate plan. It doesn’t matter how old you are, whether you’re married, or even if you have children. You’re simply better off with a plan in place.  Realistically, though, most people put off this type of planning and do...