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Estate Planning

New parents need an estate plan

The birth of a new child really changes your life. You have to think about how to take care of someone who is completely dependent on you. You need to adjust your schedule -- especially your sleep schedule. It can feel like there is just so much to consider.  As you...

Am I too young for an estate plan?

If you are over the age of 18, it is an appropriate time to look into starting your basic estate plan. While you may or may not have significant assets at this age, having an estate plan is still important. When you’re younger, the more important aspects of an estate...

What type of wills are available in California?

Estate planning can be a lot to take in all at once. There are a lot of concepts involved, but the easiest way to get through the process is to take it one step at a time.  Let’s take a closer look at the different types of wills available to California residents.  3...

Are trusts only for wealthy people?

When you hear the phrase “trust-fund kids,” you might assume you need to be rich to use a trust. Yet, trusts can help anyone when estate planning, regardless of how much money you have in the bank. Trusts can help you protect your assets. You, the settlor, put assets...

What happens to digital assets when you die?

Estate planning traditionally focused on physical assets, such as your home, and financial assets, such as investments, retirement plans and money in the bank. All of those remain as important as ever.  Yet, you probably realize that a lot of the things you own are...

Remember to review and update your estate plan

An estate plan isn’t an immutable document that is created, then stashed away unchanged -- perhaps for years or even decades -- until your death. It needs to be periodically updated as circumstances warrant, especially if your life changes, either in anticipated or...