If you have done the responsible thing and created an estate plan, you may think your set and that the planning process is complete. However, no matter what age you were at the time of creating the estate plan, things in your life will likely change from time to...
Year: 2022
Do you need a Totten trust?
Most people count on the money in a bank account to pay their bills. When you pass away, your loved ones may need to access that money so they can take care of some urgent expenses. It’s imperative that you take the time to ensure they’ll be able to do this. One of...
Characteristics to look for when choosing a health care agent
Not long ago, our blog featured a post explaining how to continue controlling your medical care upon incapacitation by creating advanced medical directives. Now is an ideal time to expand on the topic by discussing how to select the right agent to act on your behalf...
Estate planning can protect your blended family
The modern family unit looks different than when your grandparents got married. Families in previous eras typically consisted of two opposite-sex parents and one or several children. Today, families are as varied as the individuals that populate the earth. Napa,...
You can control your health care even if you are incapacitated
As people age, they often begin worrying about the kind of medical care they will receive if they become too ill or injured to voice their preferences. While you can convey your desires to your family, a legal document outlining your preferred options helps ensure...
Will your estate be subject to estate taxes in California?
When you die, any property in your name becomes part of your estate. What happens to that property depends on how well you plan before you die. If you pass without an estate plan, California state law determines who inherits your property. If you create a will, you...