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Allison Harvey
Mar 13, 20223 min read
THE EXACT COST OF THE STATE’S PLAN FOR YOU IF YOU DIE
We already covered the details yesterday of California’s terrible plan for you if you die. Now let’s put a price tag on California’s plan...
Allison Harvey
Jan 30, 20183 min read
Estate Planning: Why It's Important For Everyone
Estate planning is for everyone! No matter your amount of assets, everyone has an estate and everyone should plan for when the time...
Allison Harvey
Sep 16, 20163 min read
Estate Planning Estate Planning Part 3: Advance Health Care Directive and Power of Attorney
A complete estate plan includes more than a will or trust to determine your wishes for your estate after your passing. A thorough plan...
Allison Harvey
Sep 4, 20162 min read
Estate Planning Part 2: Revocable Living Trust
Putting together an estate plan gives you the power to say who gets your wealth, property, and care of your children after death. When...
Allison Harvey
Aug 8, 20163 min read
Estate Planning Part 1: The Will
What is an estate plan and why should you put one in place? It doesn’t matter your age, health, or wealth status, an estate plan is a...
Allison Harvey
Jun 20, 20163 min read
Why Everyone Needs an Estate Plan
More often than not, our office works with people who have an inaccurate understanding of estate planning and the many reasons why...
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