Tag Archives for " Special Needs Estate Planning "

Apr 08

6 Questions to Consider When Selecting Beneficiaries For Your Life Insurance Policy—Part 2

By Laura Croft, Esq.

Selecting a beneficiary for your life insurance policy sounds pretty straightforward. But given all of the options available and the potential for unforeseen problems, it can be a more complicated decision than you might imagine. For instance, when purchasing a life insurance policy, your primary goal is most likely to make the named beneficiary’s life better […]

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Mar 11

How to Protect Your Real Estate Assets

By Laura Croft, Esq.

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss.  But have you taken the necessary steps to protect your assets against lawsuits or probate? In California, if you own any real property in your name, your assets will go through probate – a lengthy, expensive […]

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