In California, when a person writes a will, they are stating what they want done with their property after they are gone. This person – the testator – can specifically mention certain items like bank accounts, a home, automobiles and more. However, there are often...
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ESTATE PLANNING – Estate Planning
Three reasons to estate plan as a young adult
One commonly made mistake during the estate planning process is thinking that it’s only meant for those who are in the later years of their life. Those who hold this belief end up procrastinating in the creation of their estate plan, which then puts them, their...
Why might I consider setting up a revocable trust?
There are many reasons why a Bay Area resident might decide to set up a revocable trust as part of their estate plan. To review, a Californian may set up a revocable trust while they are still alive. They then can move all or part of their wealth into the trust by...
Using a pet trust to ensure your pet is cared for after you die
Pet owners take their responsibilities towards their furry friends seriously. They want to care for their pet as long as they live. For some, this also means making plans for the possibility that their pet will outlive them. Pet trusts are one way pet owners can...
Basic will requirements in California
Many people create a will to specify who will be getting their assets when the pass away. However, if the will does not meet state requirements, a probate court may determine the will to be invalid and therefore, unenforceable. An estate planning attorney or other...
Single parents should have an estate plan
Everyone should protect their family by having a plan addressing their death or an emergency. Single parents may need to engage in estate planning more than anyone else. Guardians Single parents should consider what happens if they die or become incapacitated and who...
The pros and cons of revocable trusts
There are a variety of estate planning tools one might choose for the purpose of transferring assets upon death. There’s no one prime way to move generational wealth. Each tool has its advantages and disadvantages. Many Californians are opting for revocable trusts A...