A Gift That Gives Peace of Mind: Use a Holiday Get-Together to Discuss Estate Planning
The holidays provide an excellent opportunity to discuss estate planning issues. These tips can help you broach the subject and have a positive discussion.
Articles about Talking to Family
What to Think About When Naming a Trustee for a Family Trust
There are many things that you need to consider naming a trustee. We offer a unique perspective to assist you in choosing wisely how to best plan.
Eight People Who Are Authorized to Make Decisions About Your Funeral Arrangements
As you create an estate plan, carefully consider your funeral arrangements. California law grants eight people authority to make these decisions on your behalf.
After I create my advance health care directive, who should receive a copy?
Creating an advance health care directive is an important step in the estate planning process. Contact us today to make sure that your planning is complete.
What Type of Trust Should Be Established for a Blended Family?
In blended family situation, proper estate planning helps to ensure that no children are disinherited from a step parent even if their parent passes first.
An Overview of the Family Meeting as Part of a California Estate Plan
Taking time to engage in a family meeting while creating or just after creating an estate plan can help to avoid conflict when implementation occurs.