Estate Planning

How to File Creditor Claims Against an Estate Dec 14

As a lender or creditor, you have several options at your disposal when a borrower fails to repay what they owe you for goods or ...

Is Your Estate Plan Complete? Nov 19

It's a popular misconception for people to think writing a will is the same as having an estate plan. In practically every ...

FAQs: Top Estate Planning FAQs Customers Ask Us (Part 2) Nov 06

Many people underestimate the importance of proper estate planning. However, an estate plan can help provide a framework for your ...

FAQs: Top Estate Planning FAQs Customers Ask Us (Part 1) Oct 23

Estate planning is an important step to take in order to ensure that your loved ones are looked after once you are gone. However, ...

Estate Planning and Charitable Giving Jul 21

If charitable giving is important to you, then include it in your estate planning. Money isn't the only asset you can use in ...

Reducing Stress with Estate Planning During the COVID-19 Pandemic Jul 02

As California continues to struggle with the COVID-19 pandemic, stress levels are high. Much of this stress is related to the ...