Last Will and Testament

How to Create a Valid Will in California

A Last Will and Testament, usually referred to as simply a “will,” can accomplish many things in your estate plan. It is perhaps best known for being the mechanism outlining how you wish your property to be distributed after you pass away. A will, however, can do much more. You can name the executor of…

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The Importance of Health Care Directives

Estate planning involves establishing a series of legal documents that provide critical protections to you and your family’s future. It is about so much more than distribution of assets to beneficiaries, although that is a large part of it. Estate planning also involves establishing legal protections to ensure you receive the health care treatment you…

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Review Your Trust Today with the SECURE Act

How might the SECURE Act alter the setup of my trust? President Trump recently signed the Setting Every Community Up For Retirement Enhancement (SECURE) Act. This sweeping piece of legislation will bring about the most significant changes that the field of retirement law has seen in the past 13 years. One critical portion of the…

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Focusing on Your Estate Plan in 2020

Why should making an estate plan be a part of your New Year’s resolution? As you kick off the New Year and step into a whole new decade, now is an ideal time to address the issue of estate planning. Creating an estate plan is critical to the protection of your hard-earned assets, your health,…

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Improve Your Estate Plan Today

How often should I update my estate plan? Less than half of all Americans today have an estate plan, according to the most recent Gallup poll data.  If you already have an estate plan, congratulations! You have taken an important step towards protecting your family and your future. You are ahead of the curve.  However,…

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Updating Your Estate Plan Post-Divorce

Will divorce negate my will? Every year, over 750,000 people will file for divorce, according to the National Center for Health Statistics. If you are one of the hundreds of thousands of Americans who have divorced or will divorce this year, you will need to make updates to your estate plan. Chances are your estate…

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