» estate planning

What is a California Advance Health Care Directive?

Kevin stands at the door of Winnie’s nursing home room, tears streaming down his face. The medical staff just finished inserted a feeding tube into Winnie – an act Kevin knew she didn’t want. Unfortunately, Winnie couldn’t express her wishes… Read More
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Is your California Estate Plan Up to Date?

Big life changes for any Californian may affect your estate plan. You should check your estate planning documents every so often, to make sure they’re still good, especially with big life changes like births, marriages, divorces, and moving to anot… Read More
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How to Pass Family Values to Children as Part of an Inheritance

If Californian parents wait too long to instill family values to their children, successfully addressing and legally formalizing inheritance of family values and assets can be a challenge. Undoubtedly the best time to teach and empower your children… Read More
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The Key Factors to Understanding Estate Planning

It’s a common misconception that estate planning is only for the wealthy, but in the eyes of the law, an estate is simply the aggregate of property an individual owns, and most everyone owns something. Property ownership includes individual as well… Read More
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How to Protect Your Child’s Inheritance from Creditors in California

Keep your hard-earned assets, for the future inheritance of your children and grandchildren, from disappearing or being claimed by creditors with protective measures in your estate plan. A simple way to achieve inheritance protection is through a tru… Read More
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Who Do You Trust to Make Your Financial Decisions?

Who should you trust to manage your financial well being when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What char… Read More
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What Kind of Trust Fits Your Needs?

This is a common question we hear and at Decarli Law we can help. Read on for information to help determine whether you need a trust and, if so, what kind fits your specific situation. For example, maybe you have a disabled child and you want a trust… Read More
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How to Talk Inheritance in California with Your Kids

Talking about wealth with your kids can be an uncomfortable task for many parents. Talking about how much money or property you have is usually viewed as taboo.  Asking someone else about what they have is often considered impolite. But failing to t… Read More
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How to Discuss Finances and Estate Planning with Aging Parents

The conversation may be difficult, but it is essential that as your parents age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic condi… Read More
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Retirement Planning and Longevity for Generation X

It’s time for Gen Xers to become active in the creation and execution of their retirement planning as they enter their 40s and 50s. There are many things to consider, including finances, investments, insurance policies, legal documents, living arra… Read More
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