Conover & Grebe, llp

Call For A Personal Consultation with an Attorney Today
310-776-9028

Posts tagged "estate planning"

Don't forget your digital assets in your estate plan

Many people who draft their estate plan are surprised by the number of assets they have, large and small, that need to be considered. An experienced California estate planning attorney will help you ensure that you've codified how you want those assets disbursed and whom you want to put in charge of various aspects of your estate, including your financial and health care powers of attorney, trustees, executors and agents. The more thought you've given to these questions before you and your attorney start working together, the smoother and less time consuming the process will be.

Wise estate planning can protect your home from a Medi-Cal lien

When Californians apply for Medi-Cal, which is our state's version of Medicaid, they often believe that by listing their home as exemption, they are protecting it from being taken to repay the benefits they've received from Medi-Cal. However, that's not the case. Just because an asset is listed as exempt on the application, that doesn't mean that it's exempt from benefits recovery action.

Estate planning essential for farmers and ranchers

For California families who own farms or ranches, estate planning is essential to help ensure that the businesses they've worked so hard to build and maintain continue on successfully when they're no longer around. However, as with all types of estate planning, too often it gets neglected.

How to keep your estate documents safe and accessible

Estate documents are essential to uphold your voice on important matters and your family's future after you have passed on. These documents should stay safe and easily accessible to your family when you can no longer be there to guide them. There is no point in having an estate plan if no one will be able to find it. Here is what you should know.

Why an estate plan is essential for single parents

Most single parents have little time to think about estate planning. If they're relatively young and healthy, many do not. However, things can change in the blink of an eye. That's why it's essential to ensure that you've made arrangements not only to ensure that your children are properly cared for, but that your assets go to the beneficiaries you wish.

How can you help ensure that your inheritance is used wisely?

Over the next three decades, Americans will transfer more wealth than ever before — an estimated $6 trillion dollars — as the World War II generation and Baby Boomers reach the end of their lives. Sadly, too many people aren't prepared to deal with a significant inheritance. It's estimated that 70 percent of assets transferred to the next generation are lost. Ninety percent don't make it to the generation beyond that.

Estate planning for those nearing the end of life

For many people, estate planning isn't something they want to think about when they're healthy. No one enjoys contemplating death. However, that means that many Californians wait until they're at the end stages of their lives to make wills and other financial preparations.

Don't forget your intellectual property in your estate plan

For people who are in lines of work that involve intellectual property, taking steps to protect that property from being used by others without their permission is essential. This can include artistic works like music, art and fashion designs, as well as computer programs and inventions. If you're a famous person, it can even include the use of your photo or other likeness. Intellectual property is generally trademarked, patented or copyrighted.

Don't forget to update your estate plan when you remarry

Remarriage is one of those life events that will likely necessitate some changes to your estate plan. You'll probably want to include your new spouse in your plan while ensuring that any children from your previous marriage still receive at least some of the assets that you originally designated to them. Further, you may want to designate your new spouse as your health care and/or financial power of attorney.

Email Us For A Response

Get Started

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Office Location

3424 W. Carson Street
Suite 320
Torrance, CA 90503

Toll Free: 866-661-9751
Phone: 310-776-9028
Fax: 310-542-1588
Map & Directions