Blog

May 26, 2022

People spend a lifetime building wealth. If they die without a will or trust, the probate court decides what happens to everything they owned. Some people also spend a lifetime building a business. What will happen to it if they become unable to run it, pass away, or want to retire?

March 26, 2022

Everyone should consider starting an estate plan, even if they believe they’re too young or don’t have enough assets. Estate planning can ensure that your wishes are carried out after you pass and that your family is taken care of.

March 8, 2022

When most people think about estate planning, they imagine you have to be old or considerably wealthy. However, estate planning is important at any age, and even young adults can benefit from writing up a plan.

Jan. 12, 2022

A loved one’s death can be a painful and confusing time. It can get even more confusing when having to deal with financial matters, including outstanding debt. What happens to a person’s debts when they pass away?

Nov. 19, 2021

Whether discussing inheritance matters, end-of-life planning, or funeral wishes, talking about death is usually a tough conversation in most American families.

Oct. 29, 2021

When someone passes away, the process of inventorying and distributing their estate usually falls into the hands of a family member or close friend.

Sept. 15, 2021

A survey by the website Caring.com found that, since the onset of the pandemic, young adults with a basic will in place surged by 63 percent. For the first time since the survey began, 18-to-34-year-olds in 2021 were more likely to have a will than were 35-to-54-year-olds.

Sept. 8, 2021

Losing a family member can be an emotional and difficult time for their loved ones, relatives, and friends. Executors play a huge role in settling the decedent's final affairs and distributing assets to beneficiaries.

July 21, 2021

More than 30,000 probate cases are filed in California courts every year. Another 15,000 cases regarding conservatorships and guardianships are filed. Probate can go more smoothly or be avoided if you have a current estate plan in place.

April 21, 2021

No matter your age it is highly advised to plan ahead for your future. While it is fairly common for people to understand that they need to have a 401(k) to help plan for retirement, estate planning is an area that generally people understand less. Essentially, estate planning means that you are taking the beneficial steps to plan ahead for unforeseen tragedies in life.