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Archives for September 2014

Estate Planning Process: Beneficiary Designations & Concerns

Who Gets Your “Stuff” After Death If you’re a “it’s better to give than receive” type of person, picking beneficiaries can be one of the most satisfying parts of the estate planning process. There are no restrictions on who can and cannot get your property. There is an exception in California. Married couples must leave […]

Estate Planning Strategies: Providing for Children

Name Personal Guardian for Children There are triggering events that cause people to change their estate planning strategies. While kids are the best thing to happen to many of us, having a baby is a life event that should trigger a person to change their previous estate planning strategies by updating their plan. The real […]