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Posted in Estate Planning, Estate Settlement on Jul 1st, 2010
Establishing an estate plan is crucial to ensuring that your assets and family are protected and provided for in case of a disability or death. However, education about the estate planning process is also key to ensuring that the plan is carried out effectively. When a loved one loses capacity or passes away it is [...]
Posted in Estate Planning, Planning for Minors on May 4th, 2010
There are common events which trigger a need for estate planning, one of which is the birth of a child. In my experience, nominating a guardian for the care of a minor child is often the most important yet challenging decision for parents to make. Below are some important issues which should be addressed [...]
Posted in Estate Planning, Planning for Minors on Apr 19th, 2010
Appointing a guardian for the care of a minor child can be a parent’s most important and difficult estate planning decision. Nominating a guardian in a Trust or Will is important, however, providing information for the person named can be very helpful. Click on this link to a guardianship pamphlet provided by the California Courts which provides important information [...]