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...
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...
California Document Preparers helps our clients create Living Trust packages that include a Will, Power of Attorney, Advance Healthcare Directive, and other important supporting documents. Many of our clients comment on how comprehensive our package is—it includes a section to list healthcare providers, accountants, insurance carriers and financial advisers as...
End-of-life documents, an important part of California Document Preparers’ services, often lead to discussions about related issues. October’s passage of the End of Life Options Act, or the Physician-Assisted Suicide Law as it is called by its detractors, promises to remain controversial after it becomes law in January 2016. Proponents...
We’ve helped more than 5,000 clients prepare Living Trusts over the years, and if there’s anything we’ve learned, it’s that there’s a lot of confusion when it comes to these documents. Something else we’ve learned: our clients consistently tell us that the process was a whole lot easier than they...
