3 Estate Planning Strategies to Support Family Harmony

Conceptually, people may think estate planning is exclusively about money. But money is just scratching the surface of estate planning concerns. There are considerable factors involved in estate planning, that do not include a representation of your bank account. Estate planning represents your life, your legacy, and your intentions. Your estate planning decisions could have…

Read More

Health Care Decision Makers and Surrogates

If you don’t Designate your Health Care Agent, it May be Decided for you. If you are unable to make your own healthcare decisions due to being incapacitated, healthcare providers will turn to surrogate decision-makers to discuss end-of-life issues. A proper surrogate must be identified as the decision maker for healthcare providers to turn to.…

Read More

5 Things An Executor Should Do After Someone Dies 

lady sitting and looking at laptop while writing

Your brother told you that you are named in his Will as the Executor of his estate. He did so because he trusts in your judgment on family and financial matters. Your brother has now passed away, and you’re wondering where to begin. As a California Estate Planning and Probate Firm, we put together a to-do list of what you should do within the first week of someone’s death. 

Read More

Why You Need A Pet Trust

Taking the time to make decisions on what will happen to your possessions after passing can avoid the courts making the decisions for you. You can take control of your assets by being proactive. You can receive the assistance needed to help you make informed decisions for your estate by speaking with Dana Cannon at…

Read More