WealthPLAN, PC

Call Us to Get Started On Your Estate Plan Today  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle
    • Mary K. Doyen
    • Brian E. Qualls
    • Kevin L. Jentes
    • Danielle L. DeMartino
    • Francis Burton Doyle, In Memoriam
  • Services
    • Estate Planning
    • Estate Planning FAQs
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
    • Bill Payment
  • Contact
WealthPLAN, PC

Call Us to Get Started On Your Estate Plan Today  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle
    • Mary K. Doyen
    • Brian E. Qualls
    • Kevin L. Jentes
    • Danielle L. DeMartino
    • Francis Burton Doyle, In Memoriam
  • Services
    • Estate Planning
    • Estate Planning FAQs
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
    • Bill Payment
  • Contact
  • X Close

When should you update your estate plan?

On Behalf of WealthPLAN, PC | Apr 30, 2020 | Estate Planning

California residents create an estate plan. Unfortunately, many simply let it sit after that point. They do not change it. They do not understand that you must keep your estate plan updated.  Today we will look at times when most people decide to update their estate...

When should you consider a generation-skipping trust?

On Behalf of WealthPLAN, PC | Apr 21, 2020 | Estate Planning

Perhaps one or more of your children have proven themselves to be less than responsible when handling and spending money. If so, you may wish to consider establishing a generation-skipping trust to not only protect them against themselves, but also to protect the...

Why is organizing digital assets important?

On Behalf of WealthPLAN, PC | Apr 2, 2020 | Estate Planning

The sheer number of digital assets you own in your personal computer, phone, data cloud, tablet, hard drive and emails may seem daunting to organize. However, digital assets are an important part of your estate plan. Some assets may contain great value that your...

Recent Posts

  • Why do you need an estate plan?
  • How to select the ideal trustee
  • Digital planning should be a topic of discussion with your attorney
  • What happens to child support if the paying parent dies?
  • Why you need to update your estate plan regularly

Archives

  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • September 2019
  • April 2019
  • March 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • August 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2015
  • January 2015
  • December 2014
  • July 2013
  • December 2012
  • May 2012

Categories

  • Estate Planning
  • Firm News

RSS Feed

Subscribe To This Blog’s Feed

FindLaw Network

Protect Your Family’s Legacy

WealthPLAN, PC
408-918-9030

1960 The Alameda
Suite 185
San Jose, CA 95126

Map & Directions

By Appointment Only
530 Lytton Avenue
2nd Floor
Palo Alto, CA 94301

Map & Directions

By Appointment Only
4695 Chabot Dr.
Suite 200
Pleasanton, CA 94588

Map & Directions

Services

  • Estate Planning
  • Estate Planning FAQs
  • Estate & Trust Litigation
  • Probate & Trust Administration
  • Advanced Estate Planning
  • Business Succession Planning
  • Tax Controversy

Company

  • Home
  • About
  • Meet The Teams
  • Office Locations
  • Contact

Resources

  • Blog
  • Bill Payment
  • Follow
  • Follow
  • Follow
Review Us

© 2021 WealthPLAN, PC. All Rights Reserved.

Disclaimer | Site Map | Privacy Policy | Business Development Solutions by FindLaw, part of Thomson Reuters