If you’re a parent, creating an estate plan might not feel urgent. But if you have minor children, it’s one of the most important things you can do. Naming a guardian to care for your child if something happens to you is often the reason young adults create an estate plan in the first place. […]
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Seniors Can Wake Up to Joy with Ikigai
Seniors especially can draw lessons from ikigai in their ongoing search for meaning in later years. Ikigai is more than just happiness. It also embodies a positive anticipation for the future, even when the present is a struggle. The philosophy focuses on the sum of the small joys in life, as well as the […]
What Is Irrevocable Trust Decanting?
An irrevocable trust is designed to be permanent, but what happens if the terms no longer serve your needs? California law allows you to modify certain aspects of an irrevocable trust through a process called trust decanting. If you have an existing trust that no longer aligns with your goals, understanding how trust decanting works […]
What Are Acceptable Grounds for an Estate Contest?
You may assume that once an estate plan is in place, it cannot be contested. However, that is not always the case. If a beneficiary or other interested party believes something is legally wrong with a will or trust, they may have grounds to initiate an estate contest. While courts will not overturn an estate […]
Are Irrevocable Trusts Really Irrevocable – Part III
Estate Planning attorneys include irrevocable trusts as part of a comprehensive Estate Plan to achieve both tax and non-tax goals. As the use of Irrevocable Trusts has evolved, so have the ideas about changing them. Irrevocable Trusts have long been an effective, albeit static, estate planning tool, with the ability to alter irrevocable trusts, they provide more flexibility and opportunity than ever. Read on to learn more.
The Big Insurance Decision: Whole Life Versus Term Life Insurance
Having a life insurance policy can provide financial protection for your family. Determining whether a term life or whole life insurance policy is right for you can be complicated. Let’s examine both types of insurance to see which one is right for your family and your finances. The differences between term life and whole […]
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