Why Isn’t a Will Enough in California?
Why is a will not enough in California? TLDR: A will alone does not help you avoid probate! A comprehensive estate plan is the best way to ensure that you avoid probate court during your lifetime and after you die.
Case Study: Who’s Your Healthcare Agent?
Who is your healthcare agent? Do you know? Does your hospital or doctor know? Your advanced healthcare directive states who has the power to make healthcare decisions for you if you're not able to do so. Be sure your doctor has it!
What is a Power of Attorney?
What is a financial power of attorney? It’s a document that gives someone else the power to make financial decisions on your behalf if you’re incapacitated. It avoids going to probate court, and is a part of a comprehensive estate plan in California.
Case Study: Martha’s Power of Attorney
Martha’s power of attorney helped her loved ones avoid going to probate court when she was in the hospital. Read her story!
Case Study: Why You Need an Estate Plan in California
Follow Jane’s case study and how her family had to cope with probate because her mom passed away without a comprehensive estate plan in California
Why do I need an estate plan in California?
Why do I need an estate plan in California? TLDR: To avoid protect assets from probate, assist your family, and prevent disputes.
Resources for Grief - Including Anticipatory Grief
This is a list of resources for someone who is grieving, experiencing anticipatory grief, or is dying themselves.
What’s the full cost of probate in California?
It’s easy to think about the cost of probate in terms of executor/attorney fees in California but there are other costs that the executor or administrator may need to pay up front and get reimbursed later by the estate.
What type of estate plan does my 18 year old need?
When someone hits 18, they’re legally an adult and they need the documents to go along with becoming an adult — including an estate plan.
Common Myths About Estate Planning Debunked: Insights for California Residents
There are several myths about estate planning in California; let’s take them one by one!
Planning for the Inevitable: How to Safely Store Passwords in Case of Death
Secure Password Storage for Death: A Guide
What is the probate process in California?
The probate process in California is lengthy and costly. Here are the steps involved — and how to avoid it!
When should you create an estate plan in California?
When should you create an estate plan? When you’re 18, when you have a kid, when you accumulate assets, when you retire… anytime!
Understanding Healthcare Powers of Attorney in California: A Guide to Making Informed Decisions
Healthcare Powers of Attorney, also called Advanced Healthcare Directives can be incredibly confusing. This guide will help explain the purpose and details.
How do I choose a guardian for my children?
Selecting a guardian for your minor children is incredibly difficult. This guide provides some helpful tips to consider!
What does business succession planning look like in California?
Business succession planning is an important component of estate planning.
What can I name my trust?
In theory you can name your trust whatever you want; in practicality, your last name is usually the best course.
Can I do an estate plan to care for my pets?
There are several ways to create an estate plan to make sure your pets are cared for when you die.
Why do I want to avoid probate in California?
Probate court handles matters involving incapacity and death. It’s expensive, takes a long time, and it’s public.