Part of the estate planning process is ensuring that when you die your heirs will accept your decisions. This will avoid issues with contesting the plan in a California court or hold ups during probate. However, it is not always easy to ensure things will run...
Tips to get approved for your mortgage
Buying a home is an exciting prospect, but applying for a mortgage is often looked at with trepidation. There are steps you can take to improve your chance of approval, however. Taking a proactive approach is key in this case, especially if it's your first time...
Handling negative emotions during the estate planning process
Whether someone is setting up an estate plan for the first time or they are making necessary revisions to their estate plan as a result of a personal injury settlement or a divorce, this can be a complicated and emotionally draining process. People may deal with a lot...
What is under the authority of your neighborhood HOA?
When you buy a home in a California neighborhood, you are probably thinking about the things you will do to decorate your home, landscape your yard and enjoy your property. Perhaps you have a plan to put in a pool at some point in the future. These are all great...
Marital property and your irrevocable trust
When it comes to setting up an estate plan, there are many options, and there may be many factors to take into consideration. For example, if someone expects their marriage to end, they may be wondering how a divorce could affect their estate plan. Or, they may be...
What should I look for in an executor?
Your will provides instructions on how your estate should be handled after you're gone. You'll also need to choose an executor, who is a person responsible for handling many important duties, including dispersing assets to your heirs. Kiplinger offers the...
What are some mistakes first-time home buyers make?
Many people dream of buying a home for the first time. Investing in a home is indeed gratifying, but it also comes with quite a few risks. Fortunately, there are steps you can take to ensure the transaction progresses as smoothly as possible. Bankrate explains...
Three situations where you need a living will
Most people do not like contemplating their passing, especially after tragic circumstances. But estate planning is a crucial aspect of aging. However, there are documents in estate plans that affect your life right now, including a living will.A living will is a legal...
Incorporating taxes into your estate plan
When they begin creating an estate plan, many people come across the phrase “death taxes” online or in conversations with others planning for the future. Generally, “death taxes” refers to estate taxes, gift taxes, and inheritance taxes. And...
When is it a good idea to disinherit a child from your will?
One important part of the estate planning process in California is determining what you leave to your children. Because an estate plan is hopefully created long before you die, situations may change with your beneficiaries and you may need to update your will. For...
