Nearly 60% of Americans are without a will or living trust, according to the AARP. While 81% of older adults (ages 53 and older) do have estate plans in place, an alarming 78% of millennials (ages 18 to 36) and 64% of Generation Xers (ages 37 to 52) do not have a plan...
Month: September 2019
Removing a trustee: Is it wise?
Administering a trust is a considerable responsibility. It can also be incredibly complex, especially in cases involving sophisticated assets, inadequate planning or thorny relationships with beneficiaries. In some situations, the trustee attempting to administer...
4 mistakes that could cause contract disputes
The backbone of a California business can be its relationships with other parties, including clients, consumers, vendors, partners and shareholders. And these relationships may be defined by a contractual agreement. Unfortunately, contract disputes can arise. Parties...
What is digital estate planning, and how can it benefit you?
There are many things to consider when planning your estate. One of the more overlooked areas in estate planning is digital estate planning. You may have accumulated many digital assets in your lifetime. If you would like to share these assets with your family or...
