While you may have spent time, energy and money creating a comprehensive estate plan for your own personal assets, have you done the same for your family business? Undoubtedly, your will and other estate planning documents will explicitly detail what should happen to all of your personal effects, property, funds and debts, it may not ... more
Whether you are planning to leave property or money to a child or you are the parent or guardian of a minor who has recently inherited anything of value, this article will provide you with everything you need to know. Money, property or other investments can be left to a minor or adult child in ... more
Depending on the state in which you live, the difference between creating a living trust vs a will can be a confusing and frustrating question. This blog is meant to help you easily understand the differences between the two, and assist you in deciding what is better for your family at this point in your ... more
The greatest gift you can give your family when you pass is to leave behind a comprehensive and legally binding estate plan – this will relieve them of any undue stress and allow them to grieve in peace, knowing that your wishes are being carried out. If you are embarking on the process of preparing ... more
Estate planning does not have to be an overwhelming and upsetting process; on the contrary, it can be a truly stress free experience that will allow you to rest easy in the knowledge that your family and loved ones will not left struggling – both emotionally and financially – to fulfill your final wishes after ... more
When it comes to estate planning we come across the same mistakes time and time again. It’s easy to make mistakes when planning your estate, especially if you’re trying to do everything on your own. In this post we’re going to examine the most common mistakes we see when people are doing their estate planning. ... more
Lucky for you, California law requires certain requirements be met in order for a landlord to evict their tenants from a property. The steps the landlord must take in order to move forward with an eviction differ depending on the situation. In California, tenants cannot file a countersuit against the landlord, but there are a ... more
Probate is typically associated with turmoil for most. A loved one has just passed away, so everyone close to that person is already feeling a huge amount of emotional stress. Then you throw in things like probate straight afterwords, and things can get very complicated, and even more stressful, especially if that person hasn’t written ... more
When you’re considering leaving money for your heirs there are a lot of questions you’ll have to address first. When the time comes to leave a monetary gift timing is everything. So, you might be asking yourself should I wait until I pass away to leave a gift? Or should I give it to them ... more
Many older adults are aware of the necessity of having a living will. However, it’s important to begin thinking about this process as a young professional as well. Once you’re out on your own, and have any sizable assets it’s important to protect them in case the worst does arise. Over a quarter million adults ... more