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When it comes to firearms and inheritances

Gun ownership is a serious matter and responsible gun owners should proactively plan for their transfer upon death. Laws and procedures for transferring ownership and possession differ greatly depending on the type of firearms involved and the state. In California, you may be required to register the transfer of ownership or even dispose of it depending on …

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Choosing the Right Age for Children to Receive Their Inheritance

Parents choose to leave an inheritance to their children for a number of reasons. They may want to make certain that their children are cared for if they are no longer present to support them, or they may wish to provide a solid financial foundation on which their children can build a bright future. Unfortunately, …

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How to Talk to Your Family About Your Estate Plan

Creating an estate plan can be an invaluable gift for your family as it can provide them with peace of mind during a very difficult time. Additionally, creating an estate plan offers you the opportunity to have meaningful conversations around your intentions, demonstrating to your loved ones how much you respect and appreciate them. These …

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Important Things to Make Sure You Start (or get done!) during Covid

Have your estate planning done. Set the end of the year as your deadline to finally get this completed. Figure out why you have been procrastinating and conquer your fears. If it’s because you don’t have an attorney, ask friends and acquaintances for referrals. If it’s because you aren’t sure who you want to be …

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Beneficiary Designation Tips

10 Beneficiary Designation Tips Beneficiary designations can provide a relatively easy way to transfer an account or insurance benefit upon your death.  We often complete these designations without giving it much thought, but they’re actually important and deserve careful attention.  However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan …

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