On its face, estate planning might seem relatively simple. You just write up a document that specifies where your assets are going to go when you pass away, right? Sort of. But the truth of the matter is that estate planning is much more complicated than that,...
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What you need to know about CalABLE
If you have a physically or mentally disabled child, you know that planning for their future is important. A disabled child requires special care, and that care doesn’t stop when the child turns 18. Many disabled children will require help for the rest of their lives....
Seven events that should trigger revisiting your estate plan
An estate plan is crucial if you want to protect your assets and ensure that your loved ones and the endeavors that you care about are adequately supported. But a lot of people find it challenging to create an estate plan. Some fear the thought of their own mortality,...
