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Not Married? You’re not alone - but you still need a plan. Estate Planning for People Living Together, Bachelors, and Bachelorettes

Posted by Jim Filippi | Feb 13, 2020 | 0 Comments

Approximately half of America’s population over the age of 16 is unmarried, and that is reflective locally here in Rocklin and Roseville. While much of the discussion involving estate planning focuses on married couples, this topic is just as important for a single person. In fact, many times it is even more important that a single person have a well-coordinated estate plan. This is because the default laws governing estates often work poorly for people without a spouse and may not adequately provide for a significant other or unmarried partner. Having a cohesive and well-drafted estate plan will ensure that you protect and provide for those you truly care about upon your death.

Effect of Bankruptcy on Estate Planning

Posted by Jim Filippi | Jan 23, 2020 | 0 Comments

Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings have declined as the economy has improved, but there were still a whopping 969,397 bankruptcy filings during the period from June 30, 2018 to September 30, 2...

Choosing a Trustee

Posted by Jim Filippi | Jan 08, 2020 | 0 Comments

When you establish a trust with your estate planning attorney, you will name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep ...

Is a Handwritten Will Effective?

Posted by Jim Filippi | Jan 03, 2020 | 0 Comments

After the 2018 passing of the legendary singer Aretha Franklin, her family and lawyer initially thought she had died without a will. But earlier this year, three handwritten wills—two from 2010 that were locked in a cabinet and one from 2014 that was hidden under a couch cushion—were found in F...

Myths We Tell Ourselves About Estate Planning

Posted by Jim Filippi | Dec 13, 2019 | 0 Comments

Estate planning can be a very difficult process. While it's not brain surgery, making the decision to move forward with the planning requires us to face the fact that we will not live forever, no matter what magic lotion or special diet you prescribe. This thought can stop most people right in ...

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