Estate planning is often viewed as a process that is undertaken by those who want to pass wealth to their family members. So, this begs the question what one does when he or she doesn't have an immediate family. Should such an individual forego estate planning...
Month: February 2019
How to make sure that your estate plan is private
In the age of social media and readily available information about people's lives, many are placing a new value on privacy. Keeping your personal information away from the eyes of the public is priceless. Many estate planners have this as one of their top priorities...
We create custom-tailored estate plans to fit all needs
In late December, we discussed the importance of estate planning after becoming a parent.For many Californians, estate planning is something that isn't given much thought until there is a major life event such as the death of a loved one or the birth of a child....
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