California Will & Trust

05/30/2024

Can you solve this word search puzzle? 🔍 🧩 Filled with 7 estate planning related terms, it's not just fun but also a reminder of the important steps to secure your future!

Don’t have an estate plan yet? Don't get puzzled! Let this word search be the nudge you need to start organizing your affairs. It’s a proactive step towards protecting your assets and ensuring peace of mind for your loved ones. 📜 🕵️‍♂️

Pssst...here are the answers to our word search! Did you find them all?...
WILL
TRUST
HEIR
AGENT
LEGAL
PLAN
PREP

05/29/2024

Let this story, ripped right from the headlines, serve as a reminder to put your estate plan in place while you're still mentally competent! 🧠✍️

Jay Leno recently had to establish a conservatorship over his wife, Mavis, due to her dementia diagnosis "rendering her incapable of executing her estate plan." This was necessary in order to "ensure Mavis has managed assets sufficient to provide for her care" should Jay die before her. A carefully crafted estate plan, had it been created before dementia incapacity set in, could have prevented the need for a probate court case and litigation over the conservatorship. Fortunately, for Jay and Mavis' sake, the probate court judge agreed with his request. But that's not always the case.

Save your loved ones stress and expense later on by creating your estate plan now. Avoid the costly and emotional burden of a conservatorship by planning ahead. Your peace of mind—and your loved ones' financial security—are worth it!

05/28/2024

Just as Van Gogh wished to leave a lasting impression through his art, you can ensure your valuable art collection continues to inspire and be cherished. 🖼️ Incorporate your art into your estate plan to ensure it lands in the hands of those who will treasure and appreciate it most. 👨‍🎨 Whether it’s family, friends, or a beloved institution, make strategic decisions to safeguard your artistic legacy. 🔒 📜 Plan thoughtfully today, and create your own “souvenir” that will be valued for generations. Let your passions live on! ✨ 🎨 🖌️

05/27/2024

🇺🇸 Today, we remember and honor the brave men and women who gave the ultimate sacrifice for our freedom. 🌟🎖️ As we celebrate their courage and legacies today, remember that you too have the opportunity to secure your own legacy through thoughtful estate planning. Commemorate the gift of their sacrifices today, and plan to secure peace of mind for yourself and your family tomorrow. 📜 ❤️🤍💙

05/24/2024

🌟 Yes, you can definitely be the trustee of your own trust while you're living and competent! 🙌 📜 Managing your trust personally means you maintain control over your assets and can manage them according to your own wishes and strategies.

Being your own trustee allows you to adapt the trust to changing circumstances and needs, ensuring flexibility and responsiveness. 🔄 📈 It's a powerful way to plan for the future while still being able to turn the key over to a responsible successor trustee when you can no longer serve as your own trustee. 🔑

Set up your trust today and enjoy peace of mind knowing you're at the helm of your financial legacy. 🚀 Take charge and pave the way for a secure future! 💫

05/23/2024

Be sure to take advantage of this exciting FREE OPPORTUNITY to learn about the importance of making your wishes known and enforceable through a comprehensive estate plan.

Learn how to protect your family, take control of your future, and get the peace of mind you deserve. Estate planning is not just for the rich and famous, but for everyone else, too.

Without an estate plan in place, you are choosing to leave life's most important decisions up to somebody else, such as who will take care of your children and who will decide what medical care and treatment you receive.

And, without an estate plan, you will subject your family and heirs to the time, expense, and frustration of the probate process.

This workshop is hosted by Noelle Joy, Broker Associate, and Samantha Olazabal, Realtor, of Keller Williams. To register for FREE, please click the following Eventbrite link, you will automatically be entered in a drawing to win a $200 gift certificate towards your estate plan services: https://www.eventbrite.com/e/make-your-wishes-known-tickets-894638406557?aff=oddtdtcreator

05/23/2024

🚫 False! The truth is only about 33% of American adults actually have estate planning documents like a will or trust. 📜 Don’t be part of the majority who are unprepared! Setting up an estate plan is essential for protecting your assets and ensuring your wishes are respected. Act now to secure your family's future! It's never too early for peace of mind.

05/26/2023

02/26/2023

In estate planning, it is natural that we often discuss unexpected accidents or traumatic fatal diseases (e.g. cancer) with our clients. And although we frequently remind clients about the need to plan for “incapacity,” we still fall short in thoroughly discussing the insideous diseases of the mind, such as dementia or Alzheimer’s.

The sad story about Bruce Willis, whose family is fortunately ”resource-blessed,” should be a reminder to all of us about the toll dementia takes — not only on the patient, but especially on the family charged with providing care to him or her. And why it is critical for each of us to have powerful and effective tools in place ahead of time, such as powers of attorney, health care directives, and even living trusts, to ensure that the patient and the family have a plan, and the ability to carry out that plan, in the event dementia strikes.

To learn more about how to plan for and take control of your future, visit us at www.cawillandtrust.com and schedule your complimentary Peace of Mind Planning Session today.

https://www.msnbc.com/opinion/msnbc-opinion/bruce-willis-frontotemporal-dementia-diagnosis-aphasia-reveals-hard-tr-rcna72286

Americans would prefer to not think about what happens if our minds and bodies start to decline. Caregivers don’t have that luxury.

02/01/2023

January is high season for optimism and New Year’s resolutions. February is known for crushing those resolutions and pushing them to the side until many of them just fade away. Here are a few good ideas about how to make resolutions that stick and how to be successful with them.

Here’s how to identify the right resolution to improve your life, create a plan on how to reach it, and become part of the small group of people that successfully make a resolution.

01/28/2023

"Why Everyone Today NEEDS an Estate Plan"

Don't leave the important decisions in life – like who will care for your children or what kind of medical care you want to receive – to someone else. Get started today and take control of your future with our simple and convenient estate planning process. And you can even do it from the comfort...

01/27/2023

Don't miss our free upcoming webinar: ESTATE PLANNING FOR BUSY FAMILIES - Why Everyone Should Have an Estate Plan Now.

WEDNESDAY, FEBRUARY 1, 12:00 Noon PST
https://my.demio.com/ref/mNGuOAfSxMyaxGVo

Don't leave life's most important decisions to someone else. Especially not when it comes to who will care for your children or what kind of medical care you want to receive. Learn how to take control of your future and get your affairs in order so you can have peace of mind.