While creating an estate plan is a smart move for just about anyone, certain situations in life arise that make drafting one even more critical. Having your first child is one such situation. While you may find yourself distracted for a while with adjusting to life...
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Why California parents should include a special needs trust
Estate planning is a wonderful opportunity for a young family to provide for future security. One of the more distressful concerns is a child with special needs. Parents realize the child will likely need long-term care. How can they ensure the best future for their...
How to make estate planning easy—and why it matters
Do you wish you could predict the future? You can, using a successful estate plan. The future is coming, whether you provide for your loved ones or not. Formalize your wishes in an estate plan. Peace of mind comes when you are in control.Well-meaning people die every...
New homeowners: Now is the time to make an estate plan
Buying a home is a significant milestone. This is likely one of the biggest purchases you will ever make in your lifetime. Not only is it a financially valuable asset, but it is also emotionally important. The fact that you now own a significant asset means you need...
Does your estate plan fit your current situation?
Have you looked at the true value of your assets recently? If your business has been growing or if your land has increased in value, the figures might surprise you.In most cases, growth is a cause for celebration. However, if your estate plan uses outdated figures,...
What trust options do you really have?
You may not always feel a sense of urgency to go out and do an estate plan. Once you have a child, however, your priorities shift, and thinking ahead to the unthinkable may come to mind.When formulating an estate plan strategy, several options for setting aside...
Estate planning considerations for divorce
All California residents need an estate plan. You should make one while you are still relatively young, but you will need to update these documents regularly throughout your life. One of the most critical times to revise a will and trust is if you ever...
Creating your estate plan can head off stepparent-child disputes
No, your children weren't thrilled when you divorced their mother. They were even less thrilled a year later when you married her.But through it all, you loved them, and they loved you. And that's why people in Gold River and surrounding areas - both men and women -...
Revising estate plans when divorce is on the horizon
When it comes to estate planning in Gold River, very few people take into consideration what happens to their assets in the event of divorce. Although it requires them to think of ways to shield their assets from greedy relatives and probate court, it is often...
If you’re separated from your spouse, review your estate plan
When designer Kate Spade and chef Anthony Bourdain passed away earlier this year, they each died living apart from their respective spouses. The fact that they were separated had a significant impact on the administration of their estates.Everything that has been...