by Kelley Way | Oct 7, 2024 | Estate Planning
Last month, I discussed why probate is bad and how to avoid it in California. And just in time for Halloween, even though terms like probate and trusts can be scary, we will face our fears and discuss what happens when estate planning goes wrong. Let’s talk about how...
by Kelley Way | Jun 6, 2022 | Estate Planning
One of the most frequent questions I hear at the trust signing is “What should I put in my trust?” It’s an excellent question, and the answer is a bit more complicated than “Everything.” The house is a given. For many people it’s their highest-value asset, and if it’s...
by Kelley Way | Sep 6, 2021 | Estate Planning
There are a lot of things people say everyone should have when they turn eighteen. I’m sure many of those things are good recommendations. But I am talking specifically from an estate planning perspective. As an estate planner, I feel every adult ought to have these...
by Kelley Way | Feb 3, 2020 | Estate Planning
Three things everyone should know about a Power of Attorney On a broad level, a power of attorney is a legal document that gives someone the authority to act on your behalf. For example, a financial advisor might ask you to sign a power of attorney, giving them the...
by Kelley Way | Jan 6, 2020 | Estate Planning
When and why you need an Advance Health Directive If you’ve ever been admitted to a hospital, you’ve likely been asked the question “Do you have an advance health care directive?” (It’s possible one or two of those words were missing: “advance directive” or...
