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Posts tagged "estate planning"

Done and forgotten: not a good recipe for sound estate planning

If you're like a lot of people, you feel pretty good in the wake of working with an experienced estate administration attorney to craft what you believe is a future-oriented plan that makes sense and will well protect your loved ones.

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."

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