CA Estate Planning Blog

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 . . .


Friday, September 6, 2019

Estate Planning Essentials for New Parents


What estate planning documents do new parents need to create?

New parents have much on their minds.  Approaching the birth of your first child, your days may be full of researching and purchasing baby gear, setting up the nursery, and enjoying the last of your sleep-filled nights. Naturally, not all soon to be new parents will turn their thoughts to the important but often overlooked task of creating an estate plan. As a new parent, however, you will want to do everything in your power to Read more . . .


Thursday, September 5, 2019

Six Crucial Aspects Of Rebranding You Need To Get Right

When you first started your business, you might have had a different vision for it than you do now. This is not uncommon—businesses often evolve over time and change certain elements of their identity, including their name, logo design or even their product or service offerings.


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Friday, August 16, 2019

Estate Planning for Newly Blended Families


What unique estate planning considerations exist for remarried couples?

Roughly a quarter of all marriages in the U.S. today are remarriages, according to the Pew Research Center.  With divorce rates remaining high on a national level, it makes sense that more people will give love and marriage another chance at some point in their lives.  Second marriages can present a wonderful opportunity to enter into a new and loving union, but they may also come with some complications.
Read more . . .


Friday, August 9, 2019

Disinheriting a Loved One in California


Is It Possible to Leave a Child Out of My Estate Plan?

California law presumes that you will want to include your children and spouse in your estate plan.  While for most families this will be the case, there are times when an individual may elect to leave certain family members out of their estate plan for personal reasons.  Perhaps you plan to soon separate or divorce from your spouse or maybe your child has a drug or gambling problem that makes you fear giving him or her funds. Whatever your reason, you should know that you will need to take steps to legally disinherit your loved one so that Read more . . .


Monday, July 22, 2019

Veterans: What You Need to Know About Aid and Attendance Benefits


What are the requirements to receive aid and attendance benefits?

Veterans have risked their lives to help protect our country. As veterans age, they, like all of us, may require some assistance. In an effort to ensure our valued veterans are provided for in their time of need, the government has created several benefit programs available solely to veterans.  One program is known as Aid and Attendance benefits. Aid and Attendance offers eligible veterans funds to pay for the aid of another person.
Read more . . .


Friday, July 12, 2019

Now Is the Time to Make Your Health Care Decisions


What Is a Living Will?

Estate planning is often thought of as making decisions about what will happen to your assets when you die. However, equally as important in the estate planning process is making decisions about your future health. As you age, your health could decline.  Should an illness or injury render you unable to make healthcare decisions on your own, the court could be forced to make decisions for you. Now is the time, when you are healthy, to Read more . . .


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