The COVID-19 pandemic served as a wake-up call for many Americans, especially regarding end-of-life planning. According to the survey question “Did your loved one have a will before dying of COVID-19?” only 22.6% responded with Yes, 17.6% responded that theirREAD MORE
Author: Darren O'Loughlin
Estate plans do and should evolve over time. With that being said, it is important to keep your living documents current, which can be done by reviewing your estate plan every 5 years, or whenever you or your beneficiaries haveREAD MORE
Thank you to those who were able to join our Rancho Bernardo Community Foundation Video Premiere! Watch the video here: https://lnkd.in/gBJ2Cxu Become a Member A vibrant region is built one community at a time. Join your friends and community leaders whoREAD MORE
Here is a great summary of the STEP Act and it’s impact on Estate Planning from Northern Trust: https://www.northerntrust.com/ntlanding/wm/institute/articles/upending-a-century-of-wealth-planning/index.html
A bill has been introduced by Senator Patricia Bates. She introduced Senate Bill 668 in partnership with the Howard Jarvis Taxpayers Association to delay the implementation date of a provision of Prop 19 from February 16, 2021, to February 16,READ MORE
If you do not stay on top of your trust, your heirs could have a hassle in probate court. Many people set up trusts, but forget that their accounts do not “magically flow” into their trust. Below are a fewREAD MORE
Due to COVID-19, many people have had to balance working remotely with caring for their children. That being said, many are using their homes as an office and a school, while also maintaining it as a home. The difficulty balancing,READ MORE
Thank you for voting us “Best of” Estate Planners last year. We hope you will vote for us again this year! One vote per day. Here is the link: https://lnkd.in/gxu3giK
While some people know they need to update their will but never get around to updating their wills before they pass on, many others believe that their documents are all squared away and do not need to be altered orREAD MORE