May is Mental Health Awareness Month. This month provides ample opportunity for us all to slow down and do a self-check of our own mental health as well as the mental health of those around us. In the estate planning realm, mental health can play an important role in a variety of ways. We pride ourselves on being aware and considerate of these factors and want to help all Californians in navigating potential Read More
All Young Adults Should Have These Legal Documents Signed
We all remember the feeling of turning 18. You have officially transitioned into adulthood with newfound freedoms accessible for us to bask in. There is often a sense of belonging to the wider world around you but with those new freedoms come new responsibilities. As parents, seeing our children grow up to be adults can be a proud but stressful process. We must give them the space to grow while also accounting for Read More
Who Has The Right To Contest An Estate?
At Solan, Park & Robello, we constantly advocate for the importance of estate planning. All adults should have a plan for what will happen when they die or become incapacitated. Who will make important decisions in your place? Where will your assets go? Who will be in charge of ensuring your wishes are carried out? These are all questions that need answers sooner rather than later. Putting together an estate Read More
Where Does My Estate Go If I Don’t Have Beneficiaries or Heirs?
When it comes to estate planning, most people leave their assets in the hands of their children and loved ones when they die. Not everyone decides to start a family (or, in some cases, children can predecease the estate). These are rare scenarios, but we understand some Californians end up dealing with this exact question. So, what will happen to your estate plan in California if you don’t have living Read More
3 New Year’s Estate Planning Resolutions
2023 is upon us, and we can’t believe it, either. Whether you are someone who makes New Year’s resolutions or not, our firm humbly presents three resolutions that will help you tuck away your legacy for your heirs to enjoy. Review your existing plan for any needed updates. Estate plans, no matter how carefully they were originally written, are not set-it-and-forget-it arrangements. As life changes, so Read More
As Life Changes, So Should Your Estate Plan
The one constant in life is change. A lot can happen in one year: marriage, divorce, birth of a child or grandchild, death of a loved one, and so much more. Many major life changes, including the four we just mentioned, warrant another look at your last Will and testament, trusts, power of attorney, and other estate planning documents. Let’s say, for instance, that you got a divorce in 2022. There’s a good chance Read More
5 Surprises You Don’t Want to See in a Parent’s Estate Plan
The holidays are wonderful opportunities to be with warm friends and family. Our lives are so busy now that many of us only see our parents, grandparents, and other aging loved ones once or twice a year, often during the wintry months. It is during these holiday visits that you might come to a tough realization. That realization is that your mom or dad, aunt or uncle, grandma or grandpa isn’t as sharp as they used Read More
How Are California Estate Disputes Settled?
As California estate planning attorneys, the team at Solan, Park & Robello has seen it all. We stress the importance of crafting a thorough estate plan to prevent risk through the probate process. In the end, even the perfect plan can end up in dispute by people who feel like they’re being wronged by the estate. There are multiple ways of handling such disputes, including getting the dispute outright Read More
Add Updating Your Estate Plan to the Back to School Checklist
Whether your kids are in grade school or off to college, California’s back-to-school season is the ideal time to consider whether your estate plan is fulfilling the needs of your whole family or not. This time of year has families scrambling to ensure schedules are set and everybody has what they need to succeed in the next steps of their lives. So, what parts of your estate plan specifically need Read More
Your Financial Plan Isn’t Complete Without an Estate Plan
We must all take time to plan for the future. The work we put in today should serve us for years to come, and, ultimately, should serve our loved ones when we’re gone. Sitting down with a financial planner and getting your finances in order is an essential part of financial wellness, but do you have a plan for what happens to all this time and effort when you’re gone? Your financial plan and your estate plan Read More