LIVE WEBINAR: Getting Started with Estate Planning
It is difficult to recover passwords and access a loved one’s accounts after they pass away. Click here to learn how to avoid this problem.
Millennials are finally embracing one of the cornerstones of adulthood, by writing their wills.
Life estates can provide effective means to create joint ownership of property, avoid probate and transfer property after death without incurring gift taxes. Can you remove someone if you later change your mind?
Who will run the business after you? Do you want to decide? Or leave it up to your children. Learn more here.
Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting digital accounts can be tricky for family members, if they don’t have your login credentials.
Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?
The conservator is court appointed and may be responsible for financial decisions, such as retirement planning, the purchase or sale of property and the movement of any other financial assets.
Children may have moved away or lost touch. Old contacts may have died or become disabled. You cannot trust everyone and criminal cases based on misuse of a power of attorney do exist.
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
1100 J Street
Modesto, CA 95354
