Modern Estate Planning Blog

Many of us are lucky enough to have our parents around long enough for them to know their grandchildren and great-grandchildren.

A long-lost child appears after the death of their parent. This is an alarming situation for so many reasons, but people often wonder if that child has a claim against the deceased’s estate.

Many people believe that it would be easier for their loved ones if they transferred ownership of their home before they need to.

Following the shocking death of Prince, folks across the country were equally shocked to learn that the musical genius died without a Will or Trust in place to deal with the distribution of his fortune and valuable music catalogue when he passed away.

You are pregnant! Congratulations! Your world is about to become brighter and sweeter than you ever imagined.

After the loss of a loved one, there’s so much to do. You need to communicate with family members, plan the funeral, and begin the process of settling the estate.

If you have a vacation home, whether it’s located here in California or in another state, you may want to leave it to your heirs after you pass away. But, what you think is a wonderful gift can turn into their worst nightmare if you are not careful.

You might be considering disinheriting someone. It may be a tough decision, but here’s what you should know about cutting someone off from receiving an inheritance from you.

In 2016, a young couple, parents of six, died within 24 hours of each other. Can you imagine suddenly having the responsibility of raising six additional children?

Even though most people don’t like to think about it, the one thing in life you can count on is that it will eventually end. It is inevitable.

After the death of a loved one, there is quite a bit of work to be done. Most of the financial work will be handled by the executor named by the deceased in their will or trust.

There have been changes to Medi-Cal rules before, but they were rarely on the side of the person who needed assistance.

All estate plans should include these basic documents; a will, a healthcare directive, a financial power of attorney and guardian nominations if you have minor children.

Choosing a legal guardian who can raise your kids if you are unexpectedly incapacitated or pass away can be a daunting and difficult challenge.

I read this story a while ago, but I was thinking about it today. In 2016, the young parents of six children died within 24 hours of each other. The mother died unexpectedly from a blood clot and the father died 24 hours later as a result of a heart attack. Many feel that the stress of suddenly losing his wife caused the attack.

A Power of Attorney is a legal device that is used to give someone the power to act on your behalf if you are unable to.

Many grandparents wish to leave a legacy behind for their grandchildren; however, they may run into some issues if those children are underage.

Good news! California is taking steps toward putting a legal framework in place for handling digital assets after someone passes away.

Many loving, well-meaning grandparents have estate plans that are ticking time-bombs for their special needs grandchildren.

For families with special needs individuals, ensuring the care for their loved ones once the caretakers are gone is of the utmost priority.