When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...

Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...

In the fast-paced world of small businesses, ensuring a smooth transition of ownership and management is crucial for long-term success....

Navigating estate planning can be particularly challenging for blended families. With multiple relationships and differing sets of...

In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Planning for the future is critical in ensuring your assets are distributed according to your wishes. For many, the process of creating...

Unmarried couples need an estate plan to protect each other in case of incapacity or death.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

Do you have a Limited Liability Company (LLC) but never got around to drafting an Operating Agreement? Or, maybe you have one somewhere,...

Why Life Insurance Makes a Big Difference in Estate Planning. Use it strategically to pay funerals, debts, taxes, support minor kids.

Minor children are the ones most affected when a person dies without a will.

What is a Conservatorship? A conservatorship is a court proceeding in which a judge appoints a responsible person or persons (the...