What is on your list of New Year’s Resolutions this year? Hitting the gym more? Learning a second language? Spending more time with loved ones? How about punching up your Estate Plan? An Estate Plan is a legally-binding plan created with the help of an attorney that dictates what will happen to your remaining belongings, property, and money after you pass away. Estate Planning can be accomplished through a variety Read More
4 Questions To Ask When Reviewing Your Estate Plan
While you can review your Estate Plan at any time, it feels natural to do so at the end of the year. The New Year already feels like a perfect time for reflection and evaluating the state of everything in your life. Since your Estate Plan is a reflection of your relationships, career, family, and life circumstances, it makes sense to see opportunities for it to change as the rest of your life does. When you take Read More
3 Reasons To Create Your Estate Plan Right Away
At Solan, Park & Robello, we get it. We know that Estate Planning might not sound like the most exciting thing in the world. Estate Planning, after all, is the process of working with an attorney to create a legally-binding plan for what will happen to your property and belongings (known as your estate) and your remaining money (known as your assets) after you pass away. Even when you’ve realized that it’s not Read More
3 Different Trusts to Help Avoid Probate
Estate Planning is the process of working with an attorney to create a legally-binding plan for what will happen to your personal property and belongings (known as your estate) and remaining money (known as your assets) after you pass away. Preparing an estate plan empowers you to make decisions about your own life that would otherwise be made for you in probate court. Trusts are one of the most popular forms of Read More
Do I Need to Work With a Lawyer to Create an Estate Plan?
Most people know they need an Estate Plan, even if they don’t know exactly what one is or how to get it. The concept of a Will is pretty common in pop culture: a document that explains what you are leaving to your loved ones. What is less commonly known is what all an Estate Plan can do - and how to properly make one. Estate Planning is the process of working with an attorney to create a legally binding plan Read More
How To Prepare For California Probate Court
If you have older relatives or a loved one who recently passed away, you may be wondering if you will receive any inheritance, and, if so, how you go about getting it. In most cases, the process of settling someone’s estate goes through California probate court. Going through any legal process involving the courts can be a challenge, and it is often made even more difficult by the fact that you may still be grieving Read More
Revocable vs. Irrevocable Trusts: Which is Right For Me?
If you’ve been thinking about creating an Estate Plan (and everyone should,) you’ve probably heard about Trusts. These financial entities can be set up for a variety of purposes, but practically all of them are designed to protect, manage, and ultimately distribute your wealth. You can use them to hold assets like real estate, investment accounts, and life insurance, and distribute them to beneficiaries after you Read More
California Estate Planning is Not Just for the Rich and Famous
Even if you have not heard of Estate Planning, you probably have heard of a Last Will and Testament. Everyone knows a Will as a document where you state you are leaving behind everything to your spouse or children or best friend. Most people are content to just scribble their Will on a napkin if they ever get seriously sick and call it a day. Unfortunately, in California, you have to do a little bit more than Read More
14 Digital Assets You Didn’t Realize You Can Leave in Your Estate Plan
Estate Planning is the process of working with an attorney to create a legally binding plan for what you want to happen to your belongings and property (known as your estate) and your money (your assets) after you pass away. When you think about your estate, you probably think about physical property: your house, your car, your family heirlooms. Digital assets, however, may be just as essential to your Read More
California Estate Planning: The Explanatory Letter
When it comes to Estate Planning in California, most people start with a basic Last Will and Testament, commonly known simply as a Will. Estate Planning is the process of declaring who you want to legally inherit your estate (your property, including belongings, homes, and vehicles) and your assets (your remaining money) after you pass away. A Will is the bedrock of Estate Planning because it covers a wide range of Read More
