The Importance to You and Your Loved Ones of Having an Estate Plan
Wednesday, 16 March 2022
According to a 2021 survey conducted by Caring.com, only 33 percent of adults in the United States have any estate planning documents such as a will or trust, despite the fact that approximately two-thirds of the respondents viewed such documents as somewhat or very important.1 Many respondents attributed their lack of estate planning to procrastination,
- Published in Monthly Blog
Myths About Estate Planning
Saturday, 12 February 2022
Estate planning can be a very difficult process. While it is not brain surgery, making the decision to move forward with an estate plan requires us to face the fact that we will not live forever. This thought stops many people in their tracks. Others talk themselves out of seeing a qualified attorney to create
- Published in Monthly Blog
What is probate?
Friday, 14 October 2016
What is Probate? Probate is the court-supervised process of distributing a deceased person’s assets according to their will or California intestacy law. The process is initiated by the executor of the will, and it allows the executor to take control of your property and distribute it according to the provisions of the will. If the
- Published in Monthly Blog
What is estate planning?
Wednesday, 14 September 2016
What Is Estate Planning? Estate planning is the process of organizing an individual’s personal and financial affairs in a way that maximizes the individual’s enjoyment of his or her own estate during life while planning how that estate should be distributed and used upon that individual’s death. Additionally, estate planning is used to ensure that
- Published in Monthly Blog