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Estate Planning

Holographic Wills:  Why handwriting your Will is not a good idea

By | Blog Home, Estate Planning

A holographic will is a handwritten will (no typing on the computer) that is valid in California if it meets certain requirements identified at California Probate Code §§6110-6111.  Although it seems cost-effective to be able to simply jot down your final wishes next to that crossword puzzle you were trying to finish, there are potentially some major pitfalls. Learn more…

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The Cost of Aging

By | Blog Home, Estate Planning

Healthcare does not have to wreak financial havoc on your retirement if you plan properly. The first step towards financial freedom in your golden years is research. No one can hit a target they can’t see, so blind estimates about costs are futile and potentially dangerous. It’s never too late to start developing a retirement budget, and the best way to do so is to get hard numbers.

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When should you review your estate plan?

By | Blog Home, Estate Planning

Reviewing your estate plan will alert you to any changes that need to be addressed. For example, you may need to make changes to your plan to ensure it meets all of your goals, or when an executor, trustee, or guardian can no longer serve in that capacity. You’ll probably want to do a quick review each year, because changes in the economy and in the tax code often occur on a yearly basis. Every five years, do a more thorough review.

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Get to Know Your Estate Planning Documents

By | Blog Home, Estate Planning

An estate plan consists of numerous documents that compliment your living trust. If you are not familiar with your estate planning binder, it can be difficult and frustrating to figure out what each document is and what purpose it serves. Here is a quick description of the most common documents contained in your estate plan. If you are missing any of this paperwork, it is important to have your estate plan reviewed and updated.

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