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Can I Add Real Estate Investments in My Will?

All real estate investors need to consider what to do with all of their real estate assets when estate planning. After all, the last thing you want is to have your will end up in probate court, where it could be years before your estate settles. With that in mind, here are some options on how to include real estate investments in your will.

Posted on: August 12, 2020

Why Is Trust Funding Important in Estate Planning?

If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.

Posted on: August 11, 2020

Estate Planning and Probate Planning

Probate is the court process to distribute someone's estate after their death, even if there is a will and is notoriously slow in California.

Posted on: August 10, 2020

What are the Estate Planning Basics?

It's never too early to start working on how your things will be handled, once you pass away.

Posted on: August 7, 2020

What Is a Will Codicil?

Writing a will is an important part of creating a financial and estate plan. A will allows you to specify how you want your assets to be distributed among your heirs after you pass away. You can also use a will to name a legal guardian for your minor children. However, what happens if you need to change the terms of your will? That’s where a codicil can help.

Posted on: August 6, 2020

What Happens If Power of Attorney Documents are Rejected?

The possibility that a power of attorney might be rejected may be one reason not to simply pull a form off the internet and hope it will be accepted.

Posted on: August 5, 2020

What Should I Know about Beneficiaries?

Whenever you open a financial account, you’re almost always asked to name a beneficiary. Simply stated, a beneficiary of the account is someone who is entitled to the benefits of the account, typically, on the death of the account holder. If you’ve purchased life insurance, for example, you name a beneficiary who receives the benefits of the policy when you pass.

Posted on: August 4, 2020

Can I Protect My Estate with Life Insurance?

Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.

Posted on: August 3, 2020

Preparing Children for Inheritances in the Future

By discussing finances with your children early and often, you can set them—and future generations—up for success, when it's time to receive the wealth you've accrued.

Posted on: July 31, 2020