A will names beneficiaries, but it can’t hold title to a house, a brokerage account, or an LLC. When someone dies with only a will,
Plenty of Southern California families own a home worth half a million dollars or more and still believe a simple will has them covered. DeDe
After a loved one dies, their money and property that goes through probate must be distributed to the people legally entitled to it, either according
Death is a personal and private affair that affects the deceased’s close family and friends. However, there is at least one aspect of death that
While many proactive individuals understand the importance of having a comprehensive estate plan, they often assume that their plan addresses only what happens after they
KEY TAKEAWAYS Power of attorney is one of those terms that almost everyone has heard — but very few people truly understand. In this episode
A power of attorney sounds like a simple safety net. Sign a document, name someone you trust, and the problem is solved. DeDe Soto sees
Power of attorney sounds simple until a family actually needs one. DeDe Soto breaks down why so many people believe they have this handled when
