Estate Planning: The Importance of an End of the Year Review

The holiday season has arrived. It’s time to be with our loved ones. It’s also time to review your estate planning decisions. Why? The changes that may have occurred over the last year could affect how your estate is administrated when you pass away. In this post, we’re going to discuss some of the most common changes that mean you …

California estate planning documents

California Estate Planning: The Basic Documents Involved

California estate planning can involve different documents. While there are many documents that are chosen based on specific circumstances, there are some basic documents that are likely to be involved. In this post, you’re going to learn about those documents. This is important because it is your estate. We want to make sure that you can hold a simple conversation …