As a female attorney in California specializing in estate planning, I often have clients who say that they’re too young or healthy to start planning their estate. And while it’s understandable to feel that way, the truth is that there’s no such thing as too early when it comes to estate planning. You see,…
Every year on the Fourth of July, Americans across the country celebrate our nation’s declaration of independence from Great Britain. Yet only about one-third of Americans have an estate plan—meaning that most Americans have given up their independence when it comes to deciding what will happen to them should they become incapacitated and what will…
If your life or the law has changed since you signed your estate plan, last will and testament, or trust agreement, you need to update your document. You can make updates to a revocable living trust by way of an amendment or a complete restatement of the trust agreement. An amendment updates a specific part…
Not only is Disney’s award-winning animated film Encanto hugely entertaining, but it also contains the following valuable estate planning lessons: Leaving a family legacy is important and can have an impact beyond your immediate family. Be sure to consider the significance of multigenerational planning. Treating each beneficiary as a unique person is essential. Naming the…
