Most tech-savvy professionals in California do almost everything online. They pay their bills, do their banking and conduct business electronically. Naturally, the first options they consider for storing an estate plan are online drives, dropboxes and cloud storage...
Month: March 2023
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Does your current estate plan address your digital resources?
Physical property and financial accounts are often among someone's most valuable assets. The home where they live could represent multiple decades of household income, and their bank accounts may contain the majority of their financial resources. Addressing someone's...
Should you include Totten trusts in your California estate plan?
What is a Totten trust? It is a savings account created and funded by someone who makes themselves the trustee for a beneficiary. After the creator dies, whatever funds remain in the account pass to the preselected beneficiary. They are also called payable-on-death...