Ensuring Your Legacy: How Often Should I Update My Estate Planning?

Having your estate planning – that is, your living trust, your will, and your designation of death beneficiary forms – up to date is crucial to securing the wellbeing of you and your family in the event of your incapacity (illness) and when you die, either one of which may come unexpectedly. Life is dynamic: […]

posted on: February 19, 2024

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The Importance of Regularly Updating Your Estate Planning

Estate planning is a crucial aspect of securing your legacy and ensuring that your assets are distributed according to your wishes. A fundamental part of this process is creating a trust and a will, but equally important is regularly updating them to reflect the changes in your life. Let’s explore the question: How often should […]

posted on: January 23, 2024

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The Importance of Regularly Updating Your Estate Plan

Estate planning is a crucial aspect of personal, property and financial management that often takes a back seat in our busy lives. Many individuals create an estate plan and consider it a one-time task. However, the truth is that it is important to regularly update your estate plan so that it continues to agree with […]

posted on: December 21, 2023

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How to Successfully Transfer Your Property to Loved Ones

For many people when it comes to estate planning, the challenging part is deciding the right way to transfer property to loved ones. A house is not only a significant investment, but is also tied to many memories and emotions. A commonly asked question is, how to leave your home to your kids. Unfortunately, there […]

posted on: September 22, 2022

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What Are the Differences Between Estate Planning and Legacy Planning?

There is a common misconception that estate planning and legacy planning are the same things. Alternatively, some people assume that you can use one and ignore the other. As much as they are different things, they go hand in hand. Both of them are aimed at making arrangements for the future in case of death […]

posted on: September 22, 2022

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5 Common Mistakes in Estate Planning

Trying to figure it out on your own may seem like a good idea, but because of the complexities of the different laws, some simple little mistakes can be costly later on. A few procedures taken now could save your beneficiaries thousands of dollars in legal fees and taxes in the future. This is one […]

posted on: October 5, 2021

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Why do I Need Estate Planning?

Have you thought about how a probate court proceeding would affect your beneficiaries? When planning your estate, it is imperative to take this into consideration. A California estate planning attorney can help you to avoid probate in the first place, or if one becomes necessary, to assist the personal representative administer the probate estate after […]

posted on: October 5, 2021

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Estate planning | The importance of an attorney

When making an estate plan, it is important to ensure that everything is done in accordance with the law. An effective estate plan will help ensure that your assets are managed efficiently and according to your wishes. Skilled Lakeport CA estate planning lawyers can help you develop an estate plan that is specific to your […]

posted on: March 26, 2021

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Representative Payee

A representative payee is a person or an organization appointed by the Social Security Administration (“SSA”) to receive and manage Social Security income or Supplemental Security Income  (“SSI”) payments on behalf of a beneficiary whom the SSA has determined cannot manage their own income or who is susceptible to undue influence.  Representative payees are appointed […]

posted on: December 16, 2020

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What to Consider when Selecting a Trustee

Are you thinking of estate planning? One of the main steps to take in this process is to choose a trustee to manage your trust estate. Essentially, this is a person who will manage all aspects of the trust estate and make major decisions related to it. Given the important nature of the position, the […]

posted on: July 7, 2020

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