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Posts tagged "Estate Planning"

Updating your estate plan: a continuing look at this "must do" task

We stressed in our immediately preceding blog post the logical need for individuals and families in California and across the country to periodically revisit the estate plans they carefully crafted in the past. We noted in our July 27 entry that the financial strategies and detailed expectations inherent in given estate administration documents and tools need to be adjusted sometimes "when the world around us changes."

When and why you should update your estate plan

Estate plans are not static. Everyone wishes that they were -- that we could just create them and forget about them, and that the plans themselves would adapt to life changes and legal changes over time. But that Utopian world doesn't exist. We have to change our estate plans, and often, when the world around us changes.

Your will is going to trump a beneficiary designation, right?

Any reasonable California resident is likely going to feel an uptick of peace and relief in the immediate wake of working with a proven estate planning attorney and implementing a well-tailored strategy for protecting loved ones and addressing future contingencies.

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