You want your heirs and trust beneficiaries to have the easiest time accessing their funds after you pass. Therefore, you want to appoint a trustee who will follow your instructions. But what if your beneficiaries want to remove the trustee? Can they do that? In some...
Month: January 2021
A nondisclosure agreement can help your business
Some businesses have closely held trade secrets that they must protect. It’s imperative that they take the proper steps to do this. Having people who have access to those trade secrets sign a nondisclosure agreement may help to do this. There are many considerations...
Common estate planning mistakes many Californians make
Almost everyone in California knows that it's important to have an estate plan, but most people do not know everything a plan can do. This can have consequences for the testator and their family. Not only can you cost your heirs unnecessary time and money with help...
Remarrying could complicate your estate plan
If getting wed for a second time, you need to take great care with your estate planning. Failing to do so could result in you leaving assets to the wrong people when you die. Update your estate plan anytime there is a significant life event When you end your first...