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Posts tagged "trusts"

Estate plans should be personalized to fit your circumstances

In our previous post, we discussed some of the items that shouldn't be included in wills. To some of our California readers, that might have seemed kind of odd since we have often said that a will is a legal way to let your loved ones know who gets what when you pass away. As we discussed, items like retirement accounts, bank accounts and insurance policies might have a beneficiary or payable on death designation. That is the reason why those assets can't be included in a will.

Estate planning tip: Items that can't be included in a will

When you are making your estate plan, you likely want to plan for anything that might happen in your final days and after you are gone. One way that you can do this is by making a will. While many of our California readers might think that a will is an everything-but-the-kitchen-sink document, that isn't true. There are several items that can't be included in a will.

Living trusts are a good tool during the estate planning process

Last week, we discussed living trust mills and how they can wreck havoc on an elderly person's finances. It is important to understand what trusts are and how to use them effectively to keep yourself protected. One type of trust that you should know about is the living trust.

Each aspect of an estate plan requires considerable knowledge

Planning for what will happen during your last days on Earth and beyond is something that most people don't want to have to think about. Taking care of these matters, however, is something that is best done as soon as possible since you never know when your time on Earth will end. There are many aspects that have to be considered when creating an estate plan.

Mistakes to avoid when doing estate planning in California

With many things that you do in life, you can have a second chance if you need one. You can fix mistakes and iron out errors. However, when it comes to estate planning in California, you really don't have that luxury. For that reason, it is very important to look at mistakes that other people have made in order to avoid doing the same things.

Have a dog or cat? Pet care can be part of your estate plan

Statistical data shows that approximately 68 percent of households in the United States own at least one pet. Dog and cat owners have a lot of love to give, and our beloved animal companions are often treated like members of the family.

Include family heirlooms, personal keepsakes in estate plans

Many Silicon Valley residents think that estate planning is all about passing on their financial assets. It is true that wills and trusts are tools that allow California residents to plan for the distribution of their financial estates after they are gone. However, estate planning also allows people to make intentional decisions about passing down family keepsakes and items of sentimental value. This is a very important piece of estate planning, as most Americans are actually more interested in heirlooms than money.

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