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California’s Advance Health Care Directive: Planning for Incapacity

When it comes to our health, none of us can predict the future with certainty. Accidents, illnesses, and unexpected events can occur at any time, potentially leaving us unable to make decisions about our medical care. California’s Advance Health Care Directive (AHCD) is a crucial legal document that empowers individuals to plan for such scenarios, […]

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What Financial Advisors Must Know About the New $11.2 Million Estate Tax Exemption

As many financial advisors may know, the new Tax Cuts and Jobs Act raises the estate tax exemption to $11.2 million for singles and $22.4 million for married couples, both figures being about double what they previously were. For many Americans who previously were right on the cusp of being affected by the estate tax,

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10-21-importance-of-minor-guardianship-documents

The Holidays: An Unexpectedly Excellent Opportunity To Discuss Estate Planning With Your Parents

Your parents have always been there, guiding you from your first steps to choosing a university and beyond. This can make it difficult for adult children to recognize that it is time to begin assuming more significant involvement in the needs of their parents. Though it might be a touchy subject for them, you and

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10-21-importance-of-minor-guardianship-documents

How To Include Digital Assets As Part Of Your Estate Plan

The internet has brought us many possibilities, among which is the option to pay your bills online, receive electronic statements, and set up auto payments. Many companies leverage these methods and support paperless billing and online account management. That’s because this form of account management is a more convenient, less expensive, and more environmentally friendly

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10-21-importance-of-minor-guardianship-documents

How To Include Your Adopted Children And Stepchildren In Your Estate Plan

The traditional family model no longer applies to many households across the nation today, with many homes including adopted children as well as stepchildren. However, no matter how dear you hold others to your heart, that does not necessarily provide them with equality in the eyes of the law. If you want to ensure that

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