Estate Planning Blog

Retirement and Estate Planning
As you age, it’s important to have financial and legal plans in place to determine what happens to your finances. Retirement and estate planning are two closely linked areas of financial planning. However, they

5 Ways Your Will Can Become Out-Of-Date
Writing your will is an important part of creating an estate plan, but it’s not the end of your planning journey. Once you create your will, it’s a good idea to check in regularly

Estate Administration in California When There is No Will
When someone dies without a will, it leaves their loved ones with several legal challenges. It’s difficult to settle someone’s affairs if you aren’t named as the executor of their estate, and it can

Using an LLC for Estate Planning
Estate planning is an essential part of financial planning. It allows you to provide for your family and create detailed instructions on what will happen to your assets after you pass away. An Orange

Estate Planning for Unmarried Couples
Most estate laws are written with married couples in mind. For long-term partners who aren’t married, creating an estate plan requires a bit of creativity and persistence, and they would need the help of

Digital Assets in Your Estate Planning
As time goes on, technology becomes more and more embedded in our lives. Digital assets may be a significant part of your estate and it can be harder to plan than traditional forms of

Cryptocurrency and Trust
Creating a trust is an important part of estate planning that ensures your assets transfer over smoothly to your beneficiaries. If you have considerable assets in the

Cryptocurrency and Last Wills
Cryptocurrency is an increasingly common way to invest money. However, it can be a challenge to figure out how to pass it on using a will. The anonymous nature of crypto is a draw