Conover & Grebe, L.L.P.
A South Bay law firm for Probate and Conservatorship matters.
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June 2015 Archives

Estate planning is difficult conversation for families

For most people, death is not a fun topic, and it is a subject that many tend to avoid as much as possible. This means estate planning is also a subject that is commonly avoided in California since it entails contemplating one's own death. A study conducted by Fidelity in 2014 confirmed this after concluding that families struggle having difficult conversations surrounding finances. The study also found that those who have had conversations regarding finances lacked adequate details.

Estate planning often involves charitable giving in California

Planning an estate is about more than just money and assets. Estate planning is also about creating a legacy for many in California. This means keeping in mind what a person will leave behind for beneficiaries, as well as for the benefit of society. This is why many have decided to incorporate charitable giving into their estate plans.

Important steps in estate planning in California

Most people do not look forward to planning an estate. Many are reluctant to stop their busy lives to create an estate plan because of the time, energy and the perceived costs required to do estate planning in California. However, estate planning may not be so daunting of a task and can broken up into several specific tasks to accomplish.

Trust has various uses in estate planning in California

When it comes to planning an estate, people have a multitude of options and strategies and various legal documents and instruments available in order to achieve their estate planning goals. With so many options available, it can be confusing to many people in California on how best to proceed. For instance many people may be confused about what exactly a trust is and in what situation a trust can be a useful estate planning tool.

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