Estate Planning For the Rest of Us - by Dowdall Law Offices, APC

06/01/2023

Leaving your assets to friends rather than family?

For many people who feel closer to friends than family, estate planning can require special considerations.

03/21/2023

Pet trusts can be included in your revocable trust. It's a great way to make sure your furry family members are never without someone to care for them.

Pet trusts and other options are available to owners to provide for their animals when they no longer can – and it’s not just for the wealthy.

03/04/2023

Here are some ways to avoid making the mistakes that Lisa Marie made...

The case contains important lessons for Estate Planning attorneys and their clients on what an Estate Plan needs to do to protect the decedent and their loved ones.

07/15/2022

Undue Influence. Do you know it when you see it?

Undue influence occurs when someone takes unfair advantage of another individual, usually elderly.

07/05/2022

Here's some factors to consider, if you're thinking about using an institution as trustee for your revocable trust.

If a client’s Estate Plan involves a revocable trust, then the client needs to decide who will serve as trustee after the client dies.

01/19/2022

Honored and humbled to be recognized by Impact Equine...

12/08/2021

Here's some estate planning tips from "Succession"...

Many of the planning challenges the ultrarich Roys face are wealth agnostic and relevant to all families.

10/21/2021

Cost of Probate:
For a $1.5M estate, $56k.
For a $2M estate, $66k.
For a $2.5M estate, $76k.

Cost of Estate Plan: Less than $5k.

10/14/2021

Estate Plan Hack of the Day:
Married? Then hold title to your home as community property, not as joint tenants.

10/07/2021

Estate Planning Tip #23
In California, a Will does not keep you out of probate. Only a Trust does that.

10/07/2021

Everyone should fill out a Health Care Directive. Yes, everyone!
Here's the free form: https://oag.ca.gov/sites/all/files/agweb/pdfs/consumers/ProbateCodeAdvancedHealthCareDirectiveForm-fillable.pdf?fbclid=IwAR3H-5P7WAETwQO8nqNS_UvTMxVLhqFT3ql17mtC98zHk9_hIB8QaT3dRh0

09/17/2021

Estate planning isn't just for couples. Singles especially need to plan for someone to handle their affairs and make health care decisions, if they're ever not able to do so themselves.

Single people need estate plans, and the priorities often are different than for married people.

08/09/2021

Your estate plan should spell out what you want to happen to your assets and possessions at your death. Without it, the state may make those decisions for you.

Peace of Mind is For Everyone
https://www.breslauerlaw.com/estate-law/

08/05/2021

You always cared for them, make sure they're always cared for, don't forget a Pet Trust when making your estate plan.

08/03/2021

Find the link to the free form here:

https://oag.ca.gov/sites/all/files/agweb/pdfs/consumers/ProbateCodeAdvancedHealthCareDirectiveForm-fillable.pdf

Peace of Mind is For Everyone.
Estate Planning for the Rest of Us by Dowdall Law Offices, A.P.C.

06/07/2021

06/02/2021

06/02/2021