On behalf of The Law Offices of William S. Dunlevy | Jul 6, 2020 | Estate Planning
A will explains how you want your property divided after you die. While obviously important, only 6 out of 10 adults in the U.S. have sat down and created this estate planning document, according to a survey from Caring.com. A will can provide peace of mind and clear...
On behalf of The Law Offices of William S. Dunlevy | Jun 24, 2020 | Estate Planning
In recent months, many people across the country are spending a considerable amount of time at home. While some are unable to leave their homes, others have a lot of free time as a result of losing their job or working fewer hours. While this creates certain...
On behalf of The Law Offices of William S. Dunlevy | Jun 9, 2020 | Estate Planning
The court may appoint you as a conservator to another person. This involves providing for the individual’s daily protection and care and/or managing his or her estate, i.e., money and property. A conservatorship is sometimes temporary but usually a permanent...
On behalf of The Law Offices of William S. Dunlevy | May 27, 2020 | Estate Planning
Those creating an estate plan often have a lot of issues to consider as well as uncertainty about various facets of the process. Moreover, some are unsure about what to do when a loved one is struggling with serious challenges, such as drug addiction or a drinking...
On behalf of The Law Offices of William S. Dunlevy | May 18, 2020 | Estate Planning
When it comes to an estate plan, everyone needs one. They are not simply vehicles for the wealthy or older. According to the Huffington Post only 4 out of 10 adults have a will or estate plan. If you are one of these Americans, you may want to reconsider. These...
On behalf of The Law Offices of William S. Dunlevy | May 1, 2020 | Estate Planning
Setting out to draft a viable estate plan means getting things in order, so your family will have an easier transition after you die. There are several different routes you can take when it comes to setting up a plan that is most beneficial to those you love. You may...
On behalf of The Law Offices of William S. Dunlevy | Apr 16, 2020 | Estate Planning
California business owners work hard to grow their company and ensure it thrives. Proper planning can ensure it continues and has protection from unexpected tax liabilities after you pass away. We often help clients develop plans to ensure their business benefits...
On behalf of The Law Offices of William S. Dunlevy | Apr 10, 2020 | Estate Planning
Business owners devote a great deal of time and energy to running and growing their companies. Many, however, fail to prepare an exit strategy, which means that an enterprise may end up in the control of someone who does not wish to manage it. Accidents or illnesses...
On behalf of The Law Offices of William S. Dunlevy | Mar 10, 2020 | Estate Planning
If you are setting up an estate plan in California, you may discuss the option of including a living trust. This is a legal arrangement that authorizes you to transfer many of your assets to someone else, known as a trustee. You can appoint some else to be your...
On behalf of The Law Offices of William S. Dunlevy | Feb 5, 2020 | Estate Planning
When a married couple decides to create or update their estate plan, the process generally opens the door to many sometimes challenges questions or issues. For a remarried couple, these issues may be particularly challenging as each spouse often has to balance their...
