While the common thinking is that you should develop your estate plan regardless of age, health or wealth, not everyone follows this mantra. In fact, it’s easy for most people to ignore the need for an estate plan and continue to push it off to some nebulous future...
Month: June 2020
Should you include your digital footprint in estate planning documents?
In recent years, people have moved much of their personal interactions to digital space. From sharing vacation pictures on Facebook or Twitter to uploading a video of a grandchild’s first steps to YouTube, more and more people find themselves occupying digital real...
Will I have to pay an estate tax or gift tax in California?
Taxes can be one of life’s most obtrusive burdens. It’s only natural for that worry to carry over to estate planning. For many people, an estate plan is about preserving their legacy by providing support to loved ones. This might include prized heirlooms, the...