Estate Planning
Plan for your future today. Learn the specific estate planning documents you need to protect yourself and your loved ones.
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How to Get a Durable Power of Attorney in California
Whether in Sacramento or San Diego, you’ll follow the same general process to get a durable power of attorney. Follow these 5 steps to create yours.
· 7 min read
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Use a Letter of Last Instruction to Convey Your Final Wishes
In estate planning, having a letter of last instruction can ensure that your loved ones are clear on your final wishes. Learn more about this document here.
· 8 min read
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Estate Planning Basics: Healthcare Power of Attorney
Healthcare power of attorney can ensure your best interests are taken into account in an emergency. Learn how to assign a healthcare POA agent.
· 8 min read
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Inheritance Etiquette: How to Talk About Estate Planning with Your Family
Estate planning is an important step to protect your legacy and provide for your loved ones, no matter what your situation in life.
· 4 min read
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Revising Your Estate Plan After Divorce
After a divorce, your estate plan will undoubtedly change. It is important to consider changing your will, living trust, power of attorney documents, and beneficiary designations. Find out how divorce can affect your estate plan.
· 3 min read
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How to Dissolve a Trust
Before dissolving a trust, learn the different processes involved and potential costs so that you’re legally and financially prepared.
· 8 min read
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How to Get a Power of Attorney Form
There are multiple ways to obtain a power of attorney form, such as through your state’s website, an online legal service, or an attorney.
· 6 min read
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How Long Is a Will Good For?
A will lasts until after the person who created the will dies and their estate has been closed. However, a will can be invalidated.
· 5 min read
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I've Been Named the Executor of a Will. Now What?
The executor of a will is responsible for carrying out a deceased loved one's wishes. If someone named you the executor, you'll need to learn more about what your role will be, which includes ensuring their assets are distributed to the beneficiaries.
· 4 min read
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What Is a Lady Bird Deed? Its Purpose and Which States Allow It
In certain situationas, an enhanced life estate deed, or Lady Bird Deed, offers some benefits over a traditional estate plan.
· 4 min read
