Co-parenting with one’s ex is rarely a straightforward task. It can become even more complicated when variations in a child’s calendar – like winter and summer vacation – arise. Summer vacation presents a unique opportunity for both parents to spend quality time with...
One of the first steps that family members generally take when a loved one dies is to locate their will. Estate planning documents may be in the possession of someone's lawyer or in a safe in their primary residence. Locating the most recent estate planning paperwork...
For many people, irrevocable trusts can be a foundational element of estate planning. It can serve as a tool for asset protection, tax planning and preserving wealth for future generations. The benefits of establishing an irrevocable trust are multifaceted....
If you’re making an estate plan, you may find yourself wondering what to do with a vacation property. Maybe your family owns a cabin or a beachfront property that has been in the family for generations. How do you include this in your estate plan? There certainly are...
Estate planning often focuses on major assets that have a substantial amount of value. These may be purely financial, like a bank account, a retirement account or a life insurance policy. They may also be tangible, such as a small business, a family home or a vacation...
California probate proceedings involve court oversight while administering someone's estate. Typically, either someone's estate plan determines who inherits their property or state law dictates who receives their assets. Property that belongs to a testator becomes...
When you are ready to marry in California, you have a few options regarding your marriage license. One is a public marriage license and the other is a confidential marriage license. Learn about each here. The public marriage license A public marriage license is...
Trusts are a vital component of many estate plans, offering flexibility, control and protection of assets for future generations. They serve various purposes, as there are several types, each designed to meet specific needs and objectives. Understanding how trusts...
Going through a divorce is a significant life change that affects many areas of your life. Once the divorce decree is finalized, you must consider your estate plan. If you had one while married, it likely doesn’t contain the terms you want now. There are a few points...
Think of the executor of your will as its custodian, entrusted with safeguarding and executing your final directives. Therefore, it is essential to make deliberate considerations when choosing an executor, given the sensitivity of the role. Beyond the legal...