Estate Planning Archives - Page 8 of 10

October 5, 2021

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Estate Planning and Cryptocurrency

According to the Financial Industry Regulatory Authority (FINRA), cryptocurrency is a digital representation of a stored value that cryptography secures. Bitcoin is the most widely known form of cryptocurrency, but it is far from the only one. Estate planning and cryptocurrency do not always go hand in hand, so a […]

March 5, 2020

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Powers of Attorney in California

Many people are aware of the importance of wills and trusts in the context of Estate Planning; however, an often overlooked document is the Power of Attorney. A Power of Attorney or “POA” is especially important in the context of incapacity planning. In California, the legislature has created standard forms […]

February 28, 2020

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How Should I Own My House? – Part 2

The decision as to how to title property has significant implications for estate planning. Title is the legal structure under which your property is owned and there are many benefits and drawbacks to the different options available to property owners here in California. In part one if this blog series, […]

February 19, 2020

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How Should I Own My House? – Part 1

Purchasing a home, whether it be a condo, a house or a vacation property is a huge milestone for most people. While there are many things to consider in the purchase of a property, one that is sometimes overlooked is how to title the property for effective Estate Planning. Title […]