Estate planning is more than just transferring assets to your loved ones upon your death. Perhaps more importantly, good estate planning includes choosing the right people to manage your financial affairs in the event you cannot do so. Most estate plans include both a “living trust” and a “power of attorney.” While each document plays
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By Tirzah Woodward Hopefully you’ve followed the advice in our past Friends and Neighbors articles … but you’re not done yet! Here are a few more tips vital to proper estate planning, and to ensuring that your survivors can easily honor your wishes. Keep documents up to date. If it has been more than five
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Your spouse has died, and whether or not the death was sudden and unexpected or gradual and expected, you are in shock. Your mind is just not working quite right. The realization of what has happened – and the grief – comes in waves, most of the time when you least expect it. You still
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This article describes one of the most important and popular estate planning tools in California, a revocable living trust. This is an estate planning document that is, in many respects, a substitute for a Last Will and Testament. “Revocable” means it can be undone or amended at any time.  “Living” means that it becomes effective
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