Why Everyone Needs an Advanced Healthcare Directive in California
An advanced healthcare directive is a vital component of your California estate plan. You might think you don’t need one, but any adult should make sure their family understands their healthcare wishes so the family knows what to do in the event they become incapacitated or unable to communicate. Having an...
Pour-Over Wills and Trusts: Simplifying Probate Avoidance
Probate is often an extended and expensive process involving multiple steps that can consume a lot of time while draining an estate of its resources. It’s no wonder people in Contra Costa County want to avoid probate if they can, but avoiding probate can also be complicated. Pour-over wills and trusts act...
How Estate Planning Can Help Small Business Owners in Contra Costa County
As a small business owner in Contra Costa County, you’ve worked hard to build a successful business. As such, you may want to see your business continue long after you stop working and to provide the wealth you’ve created to your loved ones. Here’s how careful estate planning can help you achieve...
Why You Should Title Your Assets Properly to Avoid Probate
The way you hold title to your assets affects what happens to them when you pass away. Many people assume that having a will is enough to protect their property and ensure it goes to the right people. However, that’s not always the case. If assets aren’t titled properly, they may go...
Top 5 Reasons Families Want to Avoid Probate
Losing a loved one is difficult enough without the added stress of probate. This court process can tie up assets, delay inheritances, and create unnecessary expenses. Many families find themselves caught off guard, dealing with legal procedures when they should be focusing on grieving and healing.
Without a...
How Long Does Probate Take? A Timeline of the Process
Probate can feel like a long and uncertain process, especially for families eager to settle their loved one’s affairs. The time it takes depends on several factors, including court schedules, the complexity of the estate, and whether any disputes arise.
Some estates move through probate in a matter...
Tax Planning Strategies for Estates with Significant Retirement Accounts
You are a good planner and responsible saver as evidenced by your large 401(k), IRAs, and other retirement accounts. Keep up the good work in planning for the future with proactive estate planning that will help minimize tax burdens for your loved ones.
Horizon Elder Law & Estate...
The Dangers of DIY Estate Planning: Why Professional Guidance Matters
It makes sense why people turn to online tools and templates for estate planning in an attempt to save money and time. It seems we’re all on our phones or looking at a screen for most of our days, why not ask Siri or Alexa for ideas on estate planning. It’s understandable,...
Common Estate Planning Scams and How to Protect Yourself
Sadly there are evil people in the world who have no qualms about targeting the vulnerable and trusting in order to make a buck. These scam artists exploit people’s fears and lack of knowledge to commit fraud. Whether it’s fake attorneys, fraudulent trusts, or pressure sales tactics, understanding these scams is crucial...
The Role of Estate Planning Techniques in Reducing Tax Liability Advanced
You’ve worked hard, you’ve been financially responsible, and now you want to make sure that taxes don’t eat away at your estate at the expense of your loved ones. It’s a very reasonable goal but how do you go about achieving it? Fortunately, advanced estate planning techniques offer powerful solutions to significantly...