Robert L. Plunkett, Attorney At Law

04/02/2020

California isn't probate-friendly since probate can be lengthy and costly. For people trying to avoid probate, revocable living trusts may be a viable option. If you've got questions, feel free to give me a call.

Following a recent Barron’s article on how revocable living trusts can help your heirs avoid probate, readers had many more questions related to beneficiaries, retirement assets, and more. We sought out answers.

04/01/2020

I’m sure you're tired of having COVID-19 take up every waking moment. However, I’m going to take advantage of the fact that you are thinking about your health at the moment to remind you how important it is to include those concerns in your estate plan.

I have been trying to decide what to write about this week but it’s been pretty hard to think about anything except what’s been dominating the news. In dealing with

03/31/2020

Love in the time of the Corona Virus means taking all of the necessary steps to ensure that your family is legally, financially and emotionally cared for in the event of your demise. Got questions? Give me a call.

As a Spanish student at West Point, I read a lot of Spanish literature. One of the books that I read was Gabriel Garcia Marquez’s Cien Años De Soledad (One Hundred Years of Solitude)....

03/30/2020

COVID-19 has Americans asking whether they have a plan in case something happens to them. If you need a plan or have questions, give me a call.

Estate planning can be complex even when there is ample time to prepare for the worst, let alone during a fast-moving and deadly pandemic that has sparked panic in financial markets and across the global economy. Experts say, however, that there are

03/27/2020

03/26/2020

The process of estate planning isn't typically something that you should handle on your own. Estate planning is complex. The stakes are also very high if you make an error -- you could end up costing your family thousands of dollars or losing the chance to leave a legacy.

Find out 10 reasons you need an estate plan -- and much more.

03/25/2020

Many business owners don’t have succession plans. Even more do not have one that covers the unexpected – and sadly, that could mean the business dies with them. Do you have a succession plan?

In the United States, there are about 24 million family businesses, and they account for about 90% of the business tax returns and employ 60% of the American workforce (80 million...

03/24/2020

People plan on having a good day, a good year, a good retirement, and a good life. But why stop there? Why not plan for a good end of life, too? Here are ten mistakes to avoid when planning your estate.

Whether you already have a will in place or still need to get an estate plan going, there are several common pitfalls to avoid at all costs.

03/23/2020

Is it time to update your will? Give me and call and I can tell you if you need to update your will.

These life changes may mean it's time to update your will

03/20/2020

03/19/2020

Avoiding probate is easy. Got questions about how to avoid probate, give me a call.

One of the easiest ways to avoid probate is to create a revocable living trust, which allows the decedent's living family members to transfer property quickly and efficiently. A married couple is...