Whether you are a sole proprietor, run a family business or co-own a company with partners, you may need an estate plan that includes a succession plan for your California business. The documents and structure that you need will vary based on your type of business and...

While no one wants to face their own mortality, the concept of estate planning is something that everyone must think about at some point. It’s incredibly easy for young parents in California to assume that the need for early estate planning isn’t there, but it...

Many Californians understand the importance of a will. However, some may mistakenly believe that their will overpowers anything else that might determine the distribution of property and assets, such as the beneficiary designation forms for certain accounts. Both...

People in California who are writing a will might wonder who would be able to challenge it. Only certain people are permitted to do so. For example, a cousin, neighbor or friend who is not named in the will usually cannot do so even if they have reasons to believe...

Every California resident needs an estate plan, even if they do not think that it is necessary. Despite the common misconception, estate plans are not solely for the wealthy. The need for an estate plan is even greater when someone has a health condition that may...

Many across California and the rest of the country mistakenly believe that estate plans are solely for those with a high net worth. Of course, if you have significant property and assets, an estate plan is critical to plan for the future. However, an estate plan...

Interesting issues come up every day in estate planning. One of these issues is whether or not joint wills are enforceable between a husband and wife. You and your spouse may execute your will, and both your wills may have the same thing that happens to the remaining...

Creating a will is a crucial part of estate planning. You need to develop a written document of how you want your assets distributed, among other things. However, another critical part of this process is deciding on the executor of your will. This person has...

Buying a home can be a very exciting and stressful step in your life, as it is likely one of the most significant financial investments you have made. Protecting this investment becomes that much more critical as you get older or build a family and want to leave your...

As you are creating an estate plan in California, there are many details to go over and important decisions to make. Whether you are young or old, you must make tough decisions about guardians, beneficiaries and trusts. One other important decision that can often get...