Category: Estate Planning

Life is fleeting, and none of us know what can happen tomorrow, but having discussions about passing away can be overwhelming and too tough to handle. Many people find them morbid, unable to handle the thought of losing their cherished family members and friends. However, if you pass away without putting your affairs...

Outstanding debt can put a serious damper on your peace of mind, especially with regard to protecting your home. Fortunately, there are certain steps you can take to ensure your home is protected from creditors, both now and once ownership of the property passes on to your heirs.  If...

Managing finances can be a complicated matter for anyone. When you have a loved one who’s irresponsible with money, it can be even more challenging. Fortunately, estate planning allows you to consider potential spending issues and create a plan that...

If you've ever spent time in a hospital, you may have heard someone mention an “advance directive.” An advance directive is a legal document that outlines a person's wishes for emergency or end-of-life medical care. Medical directives should be made in advance of a medical emergency that makes an incapacitated person unable...

Palm Springs is a wonderful place for active adults to live and work. Along with neighboring Coachella Valley cities, Palm Springs is among the most appealing Southern California communities for those who want an active retirement lifestyle. 
The weather is nearly perfect, the food scene is excellent, and the laid-back desert community...

  When you create your estate plan, you’re establishing your legacy. And if you’re someone with considerable assets, you might be thinking about donating some of that wealth to a beloved charity or two. Your charitable gift can have a life-changing impact on organizations you love....

Thinking about your death isn’t pleasant, but estate planning is the best way to ensure your loved ones get the inheritance you want them to receive. Whether you have a complicated estate with a high net worth and several holdings or are working to pay down your debt, estate planning benefits you and...

Discussions about advanced care planning are difficult, but if you should become seriously ill, knowing your wishes will help your family cope with end-of-life decisions. Telling loved ones about your preferences is a good start. Putting those preferences in a legal document called an advanced directive is even better. What is...

You take steps to safeguard your money and property in life. But did you know that you can also use your estate plan to protect your assets from creditors, lawsuits, and even beneficiaries who overspend? When it comes to protecting your assets during the estate-planning process, it can be challenging to know...

The holidays are a time to reconnect with family and close friends. But this year, as you’re putting together that Thanksgiving feast or decorating the tree, you should make time to discuss the important topic of estate planning. Why should you discuss estate planning during the holidays? It might seem counterintuitive and...