The death of a loved one is difficult for the family. Those left behind are often tasked with making decisions on how to distribute the loved one’s estate. The legal term estate means all the property a decedent (the person who died) owned at the time of his or her death. If decedents have an […]

Deciding who will receive your property when you pass away is undoubtedly a stressful affair. It is even more stressful, however, for those left behind when they have to figure it out all by themselves. You can prevent issues for your loved ones by working with an attorney to create a definitive last will and […]

A six-month whirlwind engagement ended in a dream wedding for Guardians of the Galaxy actor Chris Pratt and bride Katherine Schwarzenegger, daughter of Maria Shriver and Arnold Schwarzenegger. Fox News covered the June 8, 2019 nuptials, including a ceremony and reception at the San Ysidro Ranch in Montecito, CA. The couple announced their engagement in […]

Every estate plan is unique, but the same problems and mistakes can occur, no matter how much the estate is worth. Fortunately, you can avoid classic estate planning mistakes. Estate Planning Mistakes Not understanding the plan Many people rely on an estate planner to make all the decisions and to ensure that everything in the […]

Though it may not be the most well-known event of the month, National Healthcare Decisions Day (NHDD) on April 16, 2020 is important as a way to remind Californians of the importance of planning for the future. Sponsored by the Conversation Project, an initiative dedicated to raising awareness about tools for health care planning, NHDD […]

There is a common assumption that New Year’s resolutions are as easily broken as they are made, but data indicates that Californians fare much better than other parts of the US. Patch California, an independent news platform that focuses on local stories and information, reported on the phenomenon in a January 12, 2020 article. The […]

High net worth individuals and small business owners have reason to celebrate in 2020, the second year that the Tax Cuts and Jobs Act (TCJA) of 2017 has worked to increase the estate tax exemption. In sum, the law allows qualifying taxpayers to shield more of their assets from estate taxes upon death as compared […]

Many Californians start thinking about Tax Day on April 15th right after the New Year in January, as they start receiving W-2s, 1099s, and other important tax-related documentation. Within a few weeks, a good percentage of people have already filed all income tax paperwork with the IRS. Once the deadline has passed, taxpayers are either […]

A recently reported statistic may come as a shock to many Californians who think their estate planning bases are covered after executing a will. 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 […]

In an ongoing segment on financial planning and advice, a recent article published by the Wall Street Journal highlighted the unique circumstances of a Paradise, CA couple and their family. The pair was seeking advice on a range of topics, including paying down their credit card debt, assessing their financial future, and implementing estate planning […]

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