Traveling whenever you want can be one of life’s greatest pleasures. You get to experience adventure, nature and diverse cultures. People who travel after retirement or take frequent family vacations tend to be detail-oriented, making sure to address any issues that...
Month: April 2021
3 reasons to use a trust to leave a legacy for your children
Trusts are an increasingly popular tool that parents used to structure the inheritance they leave for their children and even protect the kids from certain dangers. Your family doesn't need to have millions of dollars in assets to make a trust a worthwhile tool when...
Transfer-on-death deeds in California: What to know about changes to the laws
A transfer-on-death (TOD) deed is one of the easiest ways to make sure that the family home stays out of the probate process when you die -- but will it be around forever? Initially, the law that permitted TODs in California was set to expire already. Thanks to Senate...
Why do you need an estate plan?
The most basic reason that you need an estate plan is that you own assets -- which make up your estate. You probably want to pass those assets to your heirs, whether those are people related to you, friends, partners, or even a beloved charity. Without an estate plan,...