Having a Living Trust is akin to possessing a silent, unseen shield that ensures a smoother transition for your loved ones during trying times. It bypasses the often lengthy and expensive probate process and provides privacy that a Will cannot, as Living Trusts are not public records. Furthermore, a Living Trust...
An Advance Health Directive is not just a legal document; it's a compassionate step towards safeguarding the interests of yourself and your loved ones. In California, it holds significant value, encapsulating your medical wishes should you become unable to voice them. This guide aims to help you navigate this delicate...
Picture this: You've worked hard all your life, built a substantial estate, and nurtured relationships with family and loved ones. Then, suddenly, you pass away. Without an updated will, what happens to your assets? Who takes care of your minor children? Will your last wishes be respected? In California, these...
Every decision we make shapes our lives in one way or another. But few decisions carry the same weight as those concerning our end-of-life care. Although the topic might seem daunting, having a conversation about end-of-life preferences is crucial to ensuring our wishes are respected when we can no longer...
Including Friends as Beneficiaries in Your California Will: What You Need to Know When most people think of writing a will, they envision leaving their assets to their family members. However, for various reasons, some individuals may choose to leave their assets to their close friends instead. In California, it is...
Common Mistakes When Drafting Your Will - Essential Tips for Protecting Your Assets and Loved Ones Picture this: you've worked hard your entire life to accumulate your assets and want to ensure they're distributed according to your wishes after you're gone. So, you decide to draft a will - great decision!...
What Will Happen to Your Pet If You Die? Here's What You Need to Know! Have you ever wondered what would happen to your beloved pet if you unexpectedly passed away? This is a difficult question to consider, but it's critical to have a strategy in place so your beloved pet will...
New Year's Resolution - Set Up Your Living Trust Are you looking for inspiration for a New Year's resolution for 2023? Consider establishing a living trust. We know estate planning is probably not at the top of anyone's resolution list, but a living trust can be a worthwhile investment for yourself...
While many baby boomers have made alarmingly few plans for retirement, others are immersed in a kind of geriatric boot camp as they help their parents navigate their final years. One adviser recommends using your parents' experience as a training manual: Healthcare considerations, life insurance, Living Trusts and funerals are...
It was October 2015 when California voters elected to become the fifth state to allow terminally ill patients to end their lives with prescriptions from their doctors. This was not an easy decision; many remember months of contentious debate; religious groups and disability rights activists heatedly opposed the law and...
California Document Preparers’ comprehensive Living Trust package includes a section for listing contact information for key service providers--your doctors, financial advisors, CPA, pharmacy, etc. We want you to be thinking about those people your spouse or children would need to contact in an emergency or if something happened to you. We...
When our Living Trusts clients get to the part about naming a Successor Trustee, it means they’re nearly finished. They’ll quickly write down the name of their brilliant scientist daughter who lives in Boston whom they rarely see or their dreamy artist son who lives right here in the Bay...
