Millions of Americans have no will or final testament. Some Americans believe that estate planning is something they can put off until they are closer to retirement. Some Americans with smaller estates believe that estate planning is something only wealthy people need...
Carefully consider intellectual property during estate planning
Not all assets in a California estate are tangible. When considering how you will pass on your assets to your survivors, you should also consider the value of your intellectual property. All items in this category are non-tangible assets that can increase the value of...
Topics to address when writing your will
One of the primary components of your estate plan in California is your will. This formal legal document addresses your final wishes regarding your monetary assets and personal belongings. There are a number of strategies you may use when organizing your will and...
Why beneficiary designations matter
Naming beneficiaries is an important part of your estate planning in California. Most commonly, beneficiary designations are used with retirement accounts and life insurance policies. Assets with beneficiary designations If you have a retirement account, you were...
