Whether you’re a first-time homeowner or you’ve been through the process before, owning a home is a significant milestone that requires careful planning to ensure you’re well-prepared for the future. Below are three key things to consider for safeguarding your home and your loved ones. 1. Update Your Address If you’ve recently moved, it’s crucial…

The Slayer Statute: A Spooky Twist on Estate Planning for Halloween Halloween is the perfect time for spooky tales of ghouls, ghosts, and… estate planning? While it may not sound as thrilling as a haunted house, there’s one eerie legal provision that deserves the spotlight this season: California’s Slayer Statute. Think of it as the ultimate…

Speaker Series: Savannah Hall (Neptune Society of Northern California) In our most recent Speaker Series, Savannah Hall from the Neptune Society of Northern California provided an insightful and thought-provoking discussion on pre-planning and funeral arrangements, emphasizing the importance of having difficult yet necessary conversations about the end of life. Key Takeaways from the Presentation: Legal…

Can You Change Your Beneficiary Designations After Being Served with Divorce Paperwork in California? A Crucial Aspect of Estate Planning Navigating the complexities of divorce can be overwhelming, especially when it intersects with estate planning. One common question that arises during this challenging time is whether you can change your beneficiary designations after being served…

In your thirties, you might still be paying off student loans, and you may think you don’t need to start planning your estate. However, if you don’t have many assets, it may be even more important to plan to make sure what you do have goes where you’d like it to. You see, your net…

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