Your revocable trust must be revisited over time to address changes in your life and asset portfolio.
When do I Need to Update my Estate Plan?
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Retirement funds: accessing the nest egg in a coronavirus era
In the September issue of the Contra Costa Lawyer magazine, Doyle Quane’s provides an overview of how to access retirement funds in the wake of the COVID-19 pandemic. Virginia represents investors and owners of closely held businesses in creating specialized...
Should you review your estate plan?
If you are like many people, your life has probably changed a lot since you wrote your will. To make sure your estate plan still reflects your wishes, you may need to review your plan. Has your financial situation changed? Significant changes in your finances will...
4 Important reasons everyone needs an estate plan
A common misconception about estate planning that just won’t die is that you don’t need one if you’re not wealthy or elderly. However, everyone, regardless of their family dynamics or financial status, can benefit from having an estate plan. Here are four essential...