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...
Few pop stars have endured or left a legacy as diverse and successful as that of David Bowie. He died last week of liver cancer, just two days after his 69th birthday and the release of his latest album, Blackstar. He was inventive and cutting edge; the fans who transcended...
When gay, lesbian, and other proponents of same-sex marriages celebrated the US Supreme Court‘s landmark ruling in Obergefell v. Hodges, millions of Americans became eligible for dramatically different legal rights upon the death or disability of a life partner than were previously possible. These rights extend to estate planning. Gay...
Admit it: We all make resolutions Whether we admit it or not, we all make New Year’s resolutions. We may not call them resolutions, and we may keep them to ourselves, but we all make at least small promises to ourselves. Who doesn’t at least silently promise to lose ten pounds...
End-of-life documents, an important part of California Document Preparers’ services, inevitably lead to discussions about other end-of-life issues—including the controversial issue of a patient’s desire to end his or her own life. The California Senate passed the End of Life Options Act earlier in the summer, yet it was tabled...
