Continuing The Tradition Of EXCEEDING EXPECTATIONS

Estate Planning

2 options for debt in an estate plan

When making an estate plan, it’s important to deal with debt as well as assets. Your assets will get passed on to the next generation, and you can use your estate plan to do this. You could put financial assets in a trust, for instance, or just leave them to someone...

What is a no-contest clause?

If you don’t want anyone to challenge your estate plan, you may consider using a no-contest clause. This clause states that a will contest is not allowed and that your beneficiaries are simply supposed to accept whatever you have decided. They may not agree with it,...

3 levels of advance medical decisions

When creating an estate plan, one thing you may want to focus on is making advanced medical decisions. You know you could become incapacitated in the future, such as if you suffer from an unexpected heart attack. You can use your estate plan to make some medical...

Are oral wills recognized in California?

Generally speaking, people who draft wills in California are going to type them on a computer and file the paperwork. California law does state that people need to be at least 18 years old to be eligible for this process, and they need to have the mental capacity to...