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4. Why You Need Guardians If You Have Young Children.

This is part 4 in my series, Estate Planning - What You Need to Know. Why You Need Guardians if You Have Young Children. If you have young children, the most important part of your estate plan is naming the guardians to raise your children if something happens to you and your spouse. Typically, the guardians are named in the will. If the estate plan has a revocable living trust, the guardians…

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3. What if You Don’t Have an Estate Plan?

Here is Part 3 of my series, Estate Planning - What You Need to Know. What if You Don't Have an Estate Plan? Simply put, if you don’t have a will or a revocable living trust, then when you die, your assets will go according to state law found in the probate code. If you live in California it goes like this: if you are married, your assets will go to your…

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1. What is an Estate Plan?

In the next two weeks, I will publish my new series entitled, Estate Planning - What You Need to Know. Here is part 1. 1. What is an Estate Plan? An estate plan is a set of legal documents that allows certain things to happen when you die or if you can no longer manage your affairs. If you have young children, it names the Guardians you want to raise your children…

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Vacation Planning

School is out or almost out and you may have lined up a vacation or two. Now is a good time to check to see if you have a plan in place to protect your family if something happens to you. Do you have enough life insurance for your spouse and children to make ends meet if something happens to you? Have you done a will to name guardians to raise your…

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