Are Electronic Wills Coming to California?

January 7, 2020

A friend shows you an email received from her father the day before he died, titled “My Will.” The attached document reflects electronic signatures of the signer, plus two witnesses. Can the document be offered for probate as a Will in California? The answer is “not yet.” How about in another State, such as Nevada? […]

Estate Planning for Your Pets

March 20, 2019

Creating an estate plan for your beloved companion animals may ensure they receive a continuing, high level of care should they outlive you, or you become unable to provide proper care. It also could keep them out of a shelter, which is where many pets end up when their owners die without a plan in place. […]

After Life Arrangements

September 19, 2018

Most of us want to avoid thinking about our own death, or losing loved ones we hold dear. Yet it is an inevitable transition we all will face. When death happens unexpectedly, the emotional impact can lead to hasty decisions, and possible tension within a family. By preparing a Final Arrangements memorandum you can help […]

ABCs of HSAs: How an HSA can benefit your estate plan

March 29, 2018

One health care arrangement that has been soaring in popularity in recent years has been the pairing of a high-deductible health plan (HDHP) with a Health Savings Account (HSA). The good news is that not only does an HSA provide a tax-advantaged way to pay for health care costs, but it also can help you […]