On behalf of WealthPLAN, PC | Oct 22, 2020 | Estate Planning
Estate planning often feels like something that your family won’t really need for years. Even if you have children and substantial personal assets, you may not want to think about your own death while you’re young and healthy. However, when you have...
On behalf of WealthPLAN, PC | Oct 14, 2020 | Estate Planning
If you’ve been finding it difficult to be motivated enough to start your estate planning, think of this way: It can change lives. It’s not your own life that you’re thinking about, but those of your loved ones. This is your chance to do something dramatic for them. ...
On behalf of WealthPLAN, PC | Oct 3, 2020 | Estate Planning
Your family has spent the last four decades living — and living well — off of your company. You started small and built it into a local business empire. It’s very successful and you’re very proud. However, there is only so much you can do in one...
On behalf of WealthPLAN, PC | Sep 17, 2020 | Estate Planning
Pets or companion animals don’t have very many rights under the law. In the eyes of the courts, they are mostly just possessions with a financial value. If you don’t take steps now to protect your beloved pets or companion animals in the event of your...
On behalf of WealthPLAN, PC | Sep 1, 2020 | Estate Planning
Quite naturally, you want someone that you trust to serve as the executor of your estate — but being an executor is a big job. It also comes with a number of hazards that your executor may have to face. Many of these risks, however, can be mitigated with a...
On behalf of WealthPLAN, PC | Aug 21, 2020 | Estate Planning
Deciding on what will happen to your estate after you pass can be difficult, but it’s important to remember that you’re probably the most qualified to make the decisions. Your family may have some idea of what’s at stake, but it’s not likely the know the whole...
On behalf of WealthPLAN, PC | Aug 17, 2020 | Estate Planning
When designing an estate plan, individuals may explore placing assets into trusts. Trusts tuck high-value assets or property away into an account for designated future use. One popular type of trust is the charitable remainder trust (CRT). CRTs offer families a...
On behalf of WealthPLAN, PC | Aug 12, 2020 | Estate Planning
You likely understand that you should include your online assets in your estate plan. One possible problem is that you might neglect one or more of your digital assets while planning for your estate. It is natural to think some of your digital accounts are not worth...
On behalf of WealthPLAN, PC | Aug 1, 2020 | Estate Planning
As a resident of California, you work hard on your estate. You build up assets throughout your life. You want to ensure that it gets passed on properly to your family and loved ones. To ensure this, you need a good estate executor. But what makes an executor good?...
On behalf of WealthPLAN, PC | Jul 28, 2020 | Estate Planning
Planning how to give your children an inheritance is not always easy. Even if your will successfully conveys money or property to your loved ones, they could still lose their inheritance because of events out of their control or even through their own poor judgment....
