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Estate PlanninG

Blog Posts in 2020

All Posts
  • Wills, Trusts & Dying Intestate: How They Differ
    Wills, Trusts & Dying Intestate: How They Differ

    Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get that estate plan in place because we do not understand the ...

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  • Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way
    Disaster Preparedness Month: How to Prepare for Whatever May Come Your Way

    The unpredictable can occur at any time: fires, hurricanes, floods, earthquakes, pandemics—you name it. Because September is National Disaster Preparedness Month, we want you to be prepared for ...

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  • Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts
    Avoiding Financial Grief: How to Protect Your Significant Other from Frozen Accounts

    The death of a loved one is one of the most difficult times in a person’s life. Nothing can truly prepare a person for such a loss. However, dealing with the financial stress of frozen bank accounts ...

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  • Summer Vacation Plans? Precautions and Preparations to Consider
    Summer Vacation Plans? Precautions and Preparations to Consider

    After months of near confinement in our homes, many of us are stir-crazy and eager to travel to a vacation destination. Although more states are opening up, there are several precautions to consider ...

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  • Notice to California Voters
    Notice to California Voters

    Today marks 99 days until the General Election on November 3, 2020! All California voters will be sent a vote-by-mail ballot with prepaid postage for the General Election. To make sure you get your ...

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  • Beware COVID-19 Scams
    Beware COVID-19 Scams

    Have you gotten robocalls, text messages, or emails offering free face masks? Or maybe you've seen social media posts about free COVID-19 testing kits, "cures," or protective equipment? Unfortunately, ...

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