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November 2013 Archives

The gang's all here; talk about your California estate plan

The holiday season is one of the few times each year that entire families make a concerted effort to be in the same place at the same time. Even members of small families have incompatible schedules that make scheduling otherwise difficult. A California parent who wants to convey their estate wishes may have no better opportunity to talk face-to-face with heirs than the holidays.

Wrapping the future ? the necessity for a California estate plan

The holiday season gives Los Angeles families the opportunity to get together. That can be something that can be hard to coordinate any other time of the year. There are only a few occasions outside of holidays that draw families to one place. Among the most common are births, marriages and deaths.

California estate plans guard against elder financial abuse

Many people are hale and hearty throughout their whole lives, but many more suffer health problems as they age that make it difficult to continue to perform tasks that were once easy. It's not uncommon for older Southern California residents to get to a point where they cannot or do not want to handle finances effectively.

Goals determine planning needs for high-value California estates

An adult lifetime is spent carefully gathering, managing and protecting assets. If you're like many Los Angeles residents with considerable wealth, some or a great deal of those assets will outlive you to benefit the ones you love. Many affluent Californians supplement estate planning documents with trusts, to ensure that heirs and beneficiaries preserve assets wisely and receive the maximum benefits.

Beneficiary reviews prevent California estate surprises

Drafting an estate plan can be as much about what you do want as it is about what you don't want. Maybe it has taken you several years to get to the point of meeting with an estate administration and planning adviser. Many Los Angeles residents want the distribution of assets issues finalized so they can get back to living instead of talking about dying.

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