Estate Planning
Keeping Yourself and Loved Ones Safe during the Pandemic
Seniors are especially at risk during the coronavirus pandemic. The numbers are shocking.
August 20, 2020
Blog Articles
coronavirus
C19 UPDATE: Estate Planning in the Time of Coronavirus
Who will make decisions about your finances and health (maybe even your life) if you get COVID-19?
June 5, 2020
Beneficiary Designation
If I’m 35, Do I Need a Will?
It’s never too early to start estate planning. If you already have a family, getting your personal affairs in order is a must. The sooner you start planning, the more prepared you will be for life’s unexpected twists and turns.
February 25, 2020
Advance Healthcare Directives
What Critical Estate Planning Document are Californians (and The Rest of Us) Missing?
Around two-thirds of all Americans have not prepared a health care directive, according to a December 13, 2019 article written by a personal finance specialist at Forbes. The author noted the irony of this figure, pointing out that California was the first US state to enact a law regarding health care directives back in 1976.
February 24, 2020
Annuities
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
January 24, 2020
Durable Power of Attorney
Turning 65 in 2020? Some Pointers for a Special Year
Turning 65 is a major milestone for many Americans, as it is the traditional age at which they start thinking seriously about retirement.
January 23, 2020
Durable Power of Attorney
Can You Tackle Elder Law on Your Own?
The disadvantages of do-it-yourself elder law estate planning are costly errors, omissions and neglecting protections.
December 26, 2019
Conservatorship
Steps to Take as a Parent’s Condition Takes a Turn
My father only designated my mom as an agent on power of attorney forms, and they have not been updated in many years. Where do you think we should go from here?
November 7, 2019
Durable Power of Attorney
Estate Planning Is for Everyone, at Every Age
There are milestones in every life. For many, graduations, marriage, children, opening a business and retiring are among these milestones.
October 3, 2019
Durable Power of Attorney
Why You Need a Power of Attorney in Your Estate Plan
A power of attorney is a way for you to designate a person of your choice to make decisions for you.
September 4, 2019
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