Estate Planning News

Local Estate Planners

January 31, 2023 | California IP Laws / IP

The Importance of IP: A Story of Regret

Meet Jane, a business owner from San Ramon who never took the time to plan her estate. After her...


Continue reading


Local Estate Planners

January 31, 2023 | California IP Laws / IP

The Importance of IP: A Tale of Missed Opportunities

Imagine a scenario where a man named John suddenly passes away without a proper estate plan. His...


Continue reading


Local Estate Planners

August 29, 2022 | IP / Probate

The Myths and Facts Behind IP

The word “Estate” can have many different connotations depending on who is talking....


Continue reading


Local Estate Planners

August 26, 2022 | IP

What IP Experts Want You to Know

First and foremost, the main goal of these advisors is to help you ensure that your assets are...


Continue reading


Local Estate Planners

August 25, 2022 | IP

How to Get the Most Out of Your IP

Estate planning is a complex activity. The first thing that needs to be addressed with ip is...


Continue reading


Local Estate Planners

July 12, 2022 | Guardianship / IP / Probate / Wills

Power of Attorney Explained

A Power of Attorney is when a person (usually over 18 years old) gives another person authority to...


Continue reading


Local Estate Planners

July 6, 2022 | Asset Protection / IP

How to protect my assets after death

The money you save can provide for your family after your death. However, to preserve this money...


Continue reading


Local Estate Planners

June 14, 2022 | IP / Probate / Trusts / Wills

IP

Planning and estate planning have been around as long as there have been people. However,...


Continue reading


Local Estate Planners

June 10, 2022 | IP / Probate / Trusts / Wills

IP 101

Estate planning is developing and implementing a plan for distributing one’s property after...


Continue reading


Local Estate Planners

June 2, 2022 | Asset Protection / IP / Probate / Trusts / Wills

What is probate and how does it affect my estate?

As many recent events show, sooner or later, we all die. And hopefully, death comes as sweetly as...


Continue reading