DeCarli Law News and Insights

Millennials Are More Fiscally Conservative Than You Think

Millennials include fiscally conservative, savings oriented, and future planners seeking financial freedom as core attributes. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, sh… Read More
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Planning for the Unexpected

The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVI… Read More
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Categories: Uncategorized

COVID-19 Making Americans Consider Creating Wills and Trusts

There has been an explosion in the numbers of Americans rushing to make their will or revocable living trust online. Understandably, the coronavirus pandemic has created the scramble to set up wills, trusts and end-of-life directives. However, online… Read More
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Categories: Wills

Finish Your Estate Plan Online

Complete your estate plan without taking a single step outside your home. Or if you’re plan is years out of date, now is the time to bring it current. You can add it to your list of shelter in place accomplishments. In the long-term, it’s more sa… Read More
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Priorities, Perspective, and Perseverance

My "new normal" is online estate planning by video or telephone. Like many of you, I have spent a lot of time in recent weeks re-evaluating my priorities, shifting my perspective, and creating a plan to persevere. Read More
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Update For Our Clients and Friends

Getting a will or trust, healthcare directive, power of attorney -- it can all be done online and by telephone, anywhere in California. Read More
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Estate Planning Process: What to Expect

Our goal is to create the best possible estate plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are. Read More
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The SECURE Act: New Rules for IRAs

We Can Help You Understand How the New Rules for IRAs Affect You. New rules for IRAs became effective on January 1, 2020. The Act is the most significant legislation affecting IRAs in decades. Read More
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End of Year Business Planning: Time to Inc.

I hope your business had a fantastic 2019! Now is the time to implement planning for 2020. At the top of the list: whether your business should incorporate or become an LLC for the next tax year. Read More
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Vacation Checklist: Get Things in Order!

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More
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