A good estate plan protects and provides for the decedent’s heirs. It shouldn’t cause more problems than it solves. But not every estate plan lives up to this ideal. In this post, we have detailed the top estate planning mistakes to avoid when setting up a comprehensive plan. If you want your wishes carried […]
Estate Planning
4 Compelling Reasons to Avoid California Probate
Probate can be a time-consuming and costly process. While it is necessary for some estates, many individuals choose to structure their estate plans to avoid it entirely. If you avoid California probate, your estate will be administered with greater efficiency and privacy. If you’re wondering whether to plan your estate with probate in mind, here […]
Charitable Gift Annuities in Estate Planning
A charitable gift annuity (CGA) is an irrevocable planned giving arrangement in which up to two annuitants, generally the donor and their spouse, receive a regular payment for life based on the value of assets (which may be cash, securities, or a variety of other assets) transferred to a 501(c)(3). After the donor’s death […]
Your Estate Plan Should Address Incapacity
Your estate plan should go beyond the matter of asset transfers. It’s not pleasant, but end-of-life planning is part of the equation as well. To be properly prepared, you should pragmatically accept the eventualities that many people face during their twilight years. Alzheimer’s Disease and Cognitive Impairment The Alzheimer’s Association does fantastic work educating the […]
California Fires: Casualty Loss and More
In the midst of the California tragedy, the IRS has announced tax relief for individuals and businesses affected by the wildfires and straight-line winds that began on Jan. 7, 2025. The federal government is offering relief to any area designated by the Federal Emergency Management Agency. Currently, individuals and households that reside or have a […]
Have You Considered Digital Estate Planning?
As our lives increasingly move online, the assets we accumulate are no longer limited to physical property or financial accounts. From email and social media accounts to cryptocurrency and online subscriptions, your digital presence is a significant part of your estate. Yet, many people overlook this aspect when creating an estate plan. Digital estate planning […]
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