Listing your life insurance policy in your trust requires careful planning to align with your estate and financial goals. Generally, the...

Planning for the future includes more than just financial decisions—it’s also about ensuring that your healthcare preferences are...

In the vast landscape of estate planning, one concept stands out as a paramount tool for individuals seeking to safeguard their assets...

Financial planners play a crucial role in guiding individuals through the process of estate planning, which often includes creating a...

What does a TOD Deed entail? A Transfer on Death (TOD) deed bears resemblance to other real estate deeds by identifying the current...

Marital mediation is a process where a neutral third party, known as a mediator, helps a couple work through their issues and come to an...

LDA Document Services Reasons to Create a Living Trust

Generally, when someone dies without a will, trust, or other provision for the distribution of your money and property, that money and...

Divorce and separation are very difficult and emotional issues. That being said, sometimes people grow apart and would like to go...

If you aren’t very familiar with gift taxes and have never had to pay them previously, please read this overview of how they work and...

A Power of Attorney (POA) can be Vital in Planning Your Estate Whether you are in California, Texas, Colorado, or another state, a Power...

Revocable Living Trusts in California A Living Trust enables you to both controls your assets during your lifetime and to ensure that...

Health Care Power of Attorney and Advance Health Care Directive A Health Care Power of Attorney (HCPA) is a legal document that enables...