In California, an Advance Health Care Directive (AHCD) protects your health care rights. You make your health care, end of life, organ donation, and even memorial/burial/cremation/spiritual decisions now so if something happens to you, your wishes will be followed by the person (agent) you choose. DIY: You Can Do It Yourself, Right Now! You have […]
Estate Planning
Paralysis by Analysis: Procrastinating Until It’s Too Late
Do you worry about what will happen to you and your family if you become incapacitated or when you pass away? Do you feel a weight on your shoulders, knowing you should probably have some kind of plan? Or do these thoughts keep you up at night — I don’t know what to do, how […]
The Importance of Having an Estate Plan
We all know that we should create an Estate Plan, yet so many of us procrastinate in undertaking such an important task. Creating an Estate Plan represents a simple, yet effective way to provide comfort and stability to your family upon your death by ensuring that your assets pass in the way that you want to whom you want. Unfortunately, so many encounter a tragedy or crisis before prioritizing their Estate Plan, sometimes it is too late. As headlines often remind us, even those with significant wealth are not immune to the perils of death without an Estate Plan.
What the $%^# is Estate Planning?
Estate Planning is an outdated phrase for what we do. It used to be something rich people did to avoid paying taxes and create generational wealth. Our modern vision of estate planning is a comprehensive, holistic approach to protecting your rights, regardless of how much or how little you have. Essentially, estate planning is a […]
What’s Retirement Got to Do with it?
As more and more Baby Boomers retire, many wonder where they should spend their golden years. Each person’s unique facts and circumstances should inform that decision, including, without limitation, the various taxes imposed by each state. The findings in this article might surprise you.
