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...
On behalf of WealthPLAN, PC | Mar 27, 2020 | Estate Planning
Without a doubt, San Jose is a hotbed of intellectual creativity. Whether you are a programmer, inventor, author or artist, you take great pride in your work. You also have a financial interest in it. To protect your intellectual property, you may have chosen to...
On behalf of WealthPLAN, PC | Mar 24, 2020 | Estate Planning
The last thing any new parent wants to think about is what would become of their child if something were to happen to both parents. However, the reality is that life is full of the unexpected, much of which is unfortunate. The best thing you, as a new parent, can do...
On behalf of WealthPLAN, PC | Mar 21, 2020 | Estate Planning
Creating a health care directive is an important part of effective estate planning because it allows you to authorize an individual to make medical decisions on your behalf. While you may feel perfectly healthy right now, a legal document could protect you in the...
On behalf of WealthPLAN, PC | Mar 21, 2020 | Estate Planning
If you are not careful when creating your estate plan, you run the risk of your beneficiaries fighting amongst one another if one of them winds up challenging the contents of your will. Unfortunately, inheritance conflicts are not unusual, and in some cases, these...
On behalf of WealthPLAN, PC | Mar 20, 2020 | Estate Planning
Many people nowadays store sensitive paperwork in digital format, including estate documents like wills, trust documents, or a power of attorney. The problem is that keeping your documents in digital form provides a lot of opportunities to lose those documents or for...
On behalf of WealthPLAN, PC | Mar 20, 2020 | Estate Planning
Many California residents have heard of the importance of having an estate plan. When you begin work on yours, what should you prioritize? You should look for an executor for your estate before you do anything else. This person is crucial to how management of your...
On behalf of WealthPLAN, PC | Mar 20, 2020 | Estate Planning
Having an estate plan is important for asset protection and wealth distribution. Another part of it is outlining directions in the event of a critical illness, serious injury or other condition that prevents one from making medical decisions. An advance healthcare...
On behalf of WealthPLAN, PC | Mar 20, 2020 | Estate Planning
Many people wait to begin planning their estate until they are older. However, it is never too young to start the process of planning for the future, and it should begin in one’s 20s. An estate plan can benefit those who are making a good income as well as those who...
On behalf of WealthPLAN, PC | Mar 17, 2020 | Estate Planning
When it comes to coronavirus, there are many issues to take into consideration. Across the country, many people are very worried about catching the virus, which is expected to spread and infect many people. This virus should also draw attention to other issues, such...
