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May 2018 Archives

Estate planning mistakes include not updating asset ownership

People in San Francisco and elsewhere oftentimes value planning for the future when it comes to their careers and retirement. However, estate planning -- planning for what happens to their assets when they die -- is frequently placed on the back burner. However, creating an estate plan is critical for making sure that one's valuable property ends up in the right hands in the future.

Challenging a will? Expect a difficult, uneasy experience

Mom left you out of her will. You feel angry, hurt, jealous and betrayed all at the same time. In your mind, something just didn’t seem right, so now you are considering contesting the will. This seems like a logical idea, but before you take the plunge there are a few things to remember.