Estate Planning Chats: Making the Most of Holiday Gatherings

 Estate Planning Chats: Making the Most of Holiday Gatherings

Thanksgiving: A Season for Family, Gratitude, Pie and… Estate Planning? Yes, you read that right. While Thanksgiving is synonymous with turkey and gratitude, it can also be an ideal time to broach the often-dodged topic of estate planning. When families gather, it creates a rare opportunity fo...

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Top Excuses For Putting Off Estate Planning

I hear a lot of excuses why people are not ready to prepare an estate plan.  I even used some of these myself. I thought I would share the ones I hear most frequently. Seeing a lawyer is intimidating Lawyers can be intimidating, plus as a general profession, lawyers do not have the greatest reputati...

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Is An Estate Plan the Perfect Holiday Gift?

What would you think if you received an estate plan as a gift? Would you be pleased? Or freaked out? I’m an estate planning attorney, so I may be a bit biased, but I think it is a great gift. Here’s why. Intestate Succession – California (or Your State)’s Plan for You Did you know […]

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Wednesday Words: Intestate Succession

Wednesday Words: Intestate Succession

Lawyers seem to have their own language. Many certainly speak in jargon. While I try to speak in plain English, there are many terms that are used in estate planning that need to be explained. One is “Intestate Succession.” Intestate Succession is the method by which property is distribu...

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