Estate Planning

3 ways to spot an invalid will

Usually, you want nothing more than to uphold the last wishes of a loved one who recently died. Their will or estate plan will is the foundation for their lasting legacy. What they want to leave to their loved ones is a reflection not only of their relationships but...

Basic estate planning for everyone

It’s very common for people in California to delay their estate planning. In fact, if you have a will, you’re already ahead of the game compared to most people. Some people only need a simple will while others require more complex estate plans. Does everyone need to...

Is your will valid according to state law?

A will allows you to dictate how you want the probate court to distribute your property upon your death. Having a will is very important, but it must comply with the law's requirements to be valid. If your will isn't valid, the probate court won't divide your estate...

Areas in your estate to update after divorce

There are many life changes the average person has that are worth using for updating an estate. An estate isn’t just the assets you’ve collected over life. Within an estate plan are instructions about your assets and stipulations regarding their disbursement. What...

What is a succession plan?

When you die in California, your properties, assets and business interests don't just disappear. You'll have to write an estate plan that dictates what happens to your business after your death. This plan could also help you prepare for other scenarios, like reaching...