Many families possess valuables—fine art, rare coins, antique furniture, or jewelry passed through multiple generations—that hold sentimental and monetary significance. Proper legal planning is important when considering the future of your cherished heirlooms and collectibles so they are passed down according to your wishes.
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How to Include Intellectual Property in Your Estate Plan
When most people think about estate planning, they envision tangible assets like homes, cars, and savings accounts. But in today’s information-driven world, intellectual property (IP) plays a significant role in many individuals’ estates and deserves intentional consideration.
Estate Planning After a Significant Health Diagnosis
A significant health diagnosis can be a life-altering event, bringing uncertainty and worry into your life. For many, this diagnosis prompts the realization that estate planning is no longer a task to postpone.
Estate Planning for Business Owners Without Successors
Estate planning is a critical step for any business owner, but what if there's no clear successor to take over the reins? This is a dilemma faced by many entrepreneurs, especially those whose businesses are their life's work.
The Role of Life Insurance in Blended Family Estate Planning
Estate planning for blended families presents unique challenges—and opportunities. With multiple relationships, different financial goals, and varied family dynamics, having a clear and comprehensive strategy is essential.
Planning for Pet Care in Your Estate Plan
When it comes to estate planning, most people tend to focus on their family members, assets, and financial arrangements. However, for pet owners, making sure their furry companions are cared for is an essential part of such arrangements.
What Happens to My Retirement Account When I Die?
Retirement accounts are treated differently than other assets when it comes to estate planning and distribution upon one’s death. Real property, cars, art collections, investments, and other assets normally will have to be probated if the primary owner dies unless that person established a living trust.
Are Heirs Responsible for Their Loved One’s Debts?
When a loved one passes away in California, a lot of questions tend to arise. What happens with their property? How will the funeral arrangements go? How to cope with the death? One question that can be overwhelming is what will happen with their debts.
Understanding Do Not Resuscitate (DNR) Orders
While you might not find it pleasant to think about, end-of-life care is an important subject to consider while making an advanced care plan. Enlisting the help of an attorney can expedite the process and start you on the path to peace of mind.
Medi-Cal Basics: How to Protect A Home from Medi-Cal’s Estate Recovery
Medi-Cal Recovery is a process that the state of California can initiate after the death of a Medi-Cal recipient. It's a way for the state to seek repayment for certain services the recipient received and were paid for by Medi-Cal.