CA Estate Planning Blog

Monday, December 30, 2019

Why Business Owners Should Think About Estate Planning Sooner Than Later

Running and owning a business is just like raising a child: Both are investments in the future and both require a lot of time, resources and effort to raise successfully. One can argue that you would treat your business like you'd treat a child; you'd want it to succeed even after you've passed on or retired.

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Thursday, December 26, 2019

16 Effective Ways To Encourage Strong Team Relationships

Businesses tend to operate better when the people on the team have strong bonds with each other. As a manager, it's your responsibility to empower your team members to connect with each other and forge relationships that encourage smooth and successful collaboration in the workplace.

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Monday, December 23, 2019

Avoid These California Estate Planning Mistakes

Regardless of your income or net worth, one thing's for certain: you need an estate plan. Even if you aren't wealthy, chances are you have at least one thing of value that you'd like to pass along to a loved one. Not only can an estate plan help maximize the value of the estate you'll pass along to your beneficiaries, but it will give you an opportunity to make informed decisions about how your assets are handled during your lifetime.

Despite its importance, however, an estate plan that is drafted hastily and without the assistance of Read more . . .

Thursday, December 19, 2019

Here's Why You Need an Estate Plan

There is a common misconception out there that only wealthy people need an estate plan. This couldn't be further from the truth. Whether you make $10,000 a year or $1,000,000 a year, you absolutely must have an estate plan. In fact, if you have any assets at all, you need an estate plan to ensure that they end up in the correct hands after your passing. In other words, estate planning is for everyone.
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Wednesday, November 27, 2019

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, your estate planning cannot end there. You should Read more . . .

Friday, November 22, 2019

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 plan lists your spouse as the recipient of your assets, as well as your power of attorney in the event of your incapacity.Read more . . .

Monday, October 28, 2019

Estate Planning for Singles

What are the unique needs of single people when it comes to estate planning?

There are currently more single Americans than ever before. United States census data reveals that over 110 million Americans who are over the age of 18 are unmarried. This represents nearly half of our country’s population, up significantly from decades ago. In fact, in 1960, 72 percent of the country reported being married in census polls. America’s growing single population may be tempted to put off estate planning, but doing so could have serious consequences.
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Thursday, October 24, 2019

Be Sure Your Beneficiary Designations Do Not Create Conflict

How might naming a beneficiary impact my estate plan?

Beneficiary designations are an important part of any estate plan, but if handled incorrectly your beneficiary designation could create conflict with the rest of your estate plan. Traditionally, beneficiary designations are used for life insurance policies and retirement accounts. More recently, beneficiary designations have become popular for use with bank and brokerage accounts. Issues may arise, however, when a beneficiary designation creates conflict with your will or trust. Our Read more . . .

Monday, October 21, 2019

13 Effective Techniques For Writing Catchier, More Memorable Copy

Brand writers need their copy to connect with their audience. To do this, their message has to be clear, concise and most importantly, entertaining. The audience for a brand's message is bombarded with so many competing images and words that a writer needs to develop killer copy that will remain in the reader's mind for a long time.

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Tuesday, October 1, 2019

Seven Industry Trends To Watch In The Next Few Years

As technology continues to rapidly develop, businesses need to stay on top of change and adapt just as quickly in order to remain relevant and in touch with their audiences. Part of this process is looking ahead, in order to figure out which developments or new approaches are going to have a strong impact on how business is done.

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Wednesday, September 18, 2019

Is Your Estate Plan Disaster-Proof?

After the Walker Fire grew to be the largest wildfire of 2019 and Hurricane Dorian inflicted catastrophic damage in the Bahamas, natural disasters have surfaced to the forefront of the minds of people across the country. A natural disaster can result in considerable damage to your home and possessions. Often overlooked is the potential for a natural disaster to destroy your critically important documents, which may include your estate plan. Our Read more . . .

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