Estate Planning Blog

Creating your family’s financial, intellectual and spiritual wealth legacy.
Home » Estate Planning » Page 9

Do You Have to Go through Probate When Someone Dies?

February 25, 2022
The law requires probate for a good reason. If a person dies, probate ensures that the property goes to the people who are supposed to inherit it.
Read More

When Does Someone Need a Guardian?

February 24, 2022
Seeking a guardianship for a loved one is a decision that shouldn't be taken lightly. Here's how the process works.
Read More

Do Your Will and Estate Planning Documents Need to Be Updated?

February 23, 2022
It’s generally recommended that you review your will and other end-of-life documents at least every few years, although there can be reasons to do a checkup more often.
Read More

Does the Executor Control Bank Accounts?

February 22, 2022
Administration of a decedent’s estate may involve investment accounts (with stocks and bonds) held in the decedent’s name or trust.
Read More

What Should Not Be Included in Trust?

February 21, 2022
A revocable living trust is a great tool to help your assets pass smoothly to your beneficiaries and it can significantly reduce the headaches of probate.
Read More

What Assets Should Be Considered when Planning Estate?

February 18, 2022
From digital assets to financial accounts to sentimental items, here’s what to think about to make sure your loved ones have access to everything they need when you pass away.
Read More

Write a Letter of Instruction for Loved Ones

February 17, 2022
Executors can use additional information in administering estates, especially if the executor is unrelated to the decedent.
Read More

What Legal Terms in Estate Planning do Non-Lawyers Need to Know?

February 16, 2022
For most people, entering the realm of estate planning can feel a bit like traveling as a tourist into another culture. Because the language itself is unfamiliar, asking a question can result in an answer that is equally confusing.
Read More

What are Biggest Blunders in Wealth Transfer?

February 15, 2022
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Read More

Will Moving to a New State Impact My Estate Planning?

February 14, 2022
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
Read More

Speak With An Attorney

Book a Call

Stay Informed

Subscribe Now

12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

Phone: (858) 465-8001
Review Us
Hatley Law Group, APC

12636 High Bluff Dr., Ste. 400
San Diego, CA 92130-2071

Directions to Our Law Office
Integrity Marketing Solutions - Estate Planning Marketing
Powered by