Taking the steps to create an estate plan is an understandably difficult decision. It means spending time dwelling on the end of your life and beyond, and this is not an easy thing for many to do. However, even if you are willing to overcome this fear, you may be...
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Estate Planning
Does your life insurance match your will?
On Behalf of Law Office of Barbara J. Dibble | Aug 7, 2021 | Estate Planning
Life insurance policies have a way of drifting into the back of one’s mind. You pay the premiums and never think about it until the next one is due. Perhaps you opened your retirement account years ago when you started a new job. It is possible that the only...
Dealing with cryptocurrency in estate planning
On Behalf of Law Office of Barbara J. Dibble | Jul 19, 2021 | Estate Planning
With 46 million Americans now owning Bitcoin and many more investing in other cryptocurrencies, it is no wonder that cryptoassets have become a hot topic in estate planning law. Failing to plan for these assets can have quite significant consequences, as there is no...
Tips for picking an executor
On Behalf of Law Office of Barbara J. Dibble | Jul 12, 2021 | Estate Planning
When preparing estate plans, it is important to think carefully about who will be named as the executor. This person will be responsible for managing affairs after death, so picking the right person is a must. For some, the decision is easy, but many California adults...
Tips for preventing issues with beneficiary designation accounts
On Behalf of Law Office of Barbara J. Dibble | Jul 8, 2021 | Estate Planning
Many bank accounts have a “transfer on death” (TOD) option, which allows a beneficiary to take ownership of the account without going through probate. These can be great estate planning tools, allowing for assets to be quickly transitioned without administrative...
Password lists are increasingly important in estate planning
On Behalf of Law Office of Barbara J. Dibble | Jun 15, 2021 | Estate Planning
When preparing estate plans, there are many documents one might think to prepare. At the top of the list may be asset lists, contact information for beneficiaries, POA documents and a will. But increasingly, one other document is becoming an important part of the...
Tips for collaborating with others in estate planning
On Behalf of Law Office of Barbara J. Dibble | Jun 9, 2021 | Estate Planning
Although estate planning revolves around many personal decisions, the process can involve many others. One’s spouse, children and even grandchildren can become very embroiled in the process; for example, agreeing on who will be executor or act as Power of Attorney...
Estate planning tips for newly widowed adults
On Behalf of Law Office of Barbara J. Dibble | May 30, 2021 | Estate Planning
Losing a spouse can be a very difficult time. For many, the loss can also come with logistical concerns, including considerations about where to live, finances, and what to do about estate planning. The latter issue may be easier than expected to tackle, as California...
Preventing the problem of “lost heirs” in estate administration
On Behalf of Law Office of Barbara J. Dibble | May 26, 2021 | Estate Planning
When someone passes away, their executor is tasked with finding their beneficiaries and ensuring they receive their portion of the estate. One of the issues that can lengthen or derail this process is “lost heirs” -- that is, heirs of beneficiaries whose whereabouts...
What to bring to your first estate planning attorney meeting
On Behalf of Law Office of Barbara J. Dibble | May 18, 2021 | Estate Planning
Meeting with a lawyer to discuss estate planning options and issues is a great first step in the planning process. However, many people wonder how best to approach that first meeting. Are there documents that should be gathered first? Decisions that should be made...
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