Jan 8, 2022 | Trusts, Estates & Wills
A living trust is an estate planning document that creates a trust for your assets and states who you would like to inherit these assets upon your death. The term “living” is used because the distribution of assets to beneficiaries can occur while you’re alive – if...
Nov 24, 2021 | Trusts, Estates & Wills
Interested in planning your family’s future, but not sure where to start? Have you been calling attorneys who give you a wide range of information they think is best – and not understanding if they’re offering what you need or if they are offering the best...
Nov 8, 2021 | Trusts, Estates & Wills
According to a 2021 Gallup poll, only 46% of US adults have a will that outlines how their assets will be managed and distributed upon their death. Out of the 46%, the majority are people above 65 years. In another survey conducted in 2020, Gallup found the number of...
Oct 29, 2021 | Trusts, Estates & Wills
What will happen to your asset when you pass on? Have you put in place measures that authorize someone to make financial, legal, or medical decisions on your behalf should you become incapacitated and can’t make these decisions yourself? While these questions are not...
Oct 2, 2021 | Trusts, Estates & Wills
Imagine losing everything you own from your house to your savings within a few days or months. This could happen if a creditor, former spouse, employee, etc., successfully sues you. You could face a lawsuit because of negligence, contractual disputes, vehicular...
Jul 5, 2021 | Trusts, Estates & Wills
Estate planning is essential to protecting your assets and beneficiaries upon your passing. If you own a home in California or own over $150,000 in assets (i.e., bank accounts, stocks, cryptocurrency), then you should strongly consider an estate planning package....
Nov 4, 2019 | Trusts, Estates & Wills
Your will, business contracts, and your business are like your home. They need regular cleaning, organizing, decorating, to stay in a functional and welcoming order. When dealing with your will and contracts, you wish for those comfort and safety feelings from home....