Many California residents haven’t even completed a basic will, let alone set up other estate planning documents like powers of attorney or trusts. If you have some assets and a family, you may want to start thinking about your estate plan. Here are a few of the basic...
Serving The Bay Area And All Of California For More Than A Decade
Year: 2021
Child custody when a parent passes away
When a custodial parent passes away, the parent who does not have custody of the child and other relatives will likely be concerned about who will receive custody. Loved ones who want to help should learn about the correct procedures to follow with the family court to...
Join Our Generational Wealth Planning Seminar
JKZ LLP's Managing Partner, Yulissa Zulaica, is teaming up with Brio Financial Group for an hour long virtual session on December 3, 2021 to discuss generational wealth. One would think that giving money away would be easy but there are commonly made missteps which...
Where new parents create their estate plans
Estate planning for new parents in California isn’t complicated. Some parents see the adjustment of their estate plans as necessary for their newborns. Children are certainly a reason to update your financial portfolio. Your children might even lose you prematurely,...
Are you financially prepared for divorce?
Divorce is a big step in California, but it doesn't have to be a major disaster. If you take the time to plan ahead and prepare your finances for divorce, you can minimize potential problems. If you have not prepared your finances for divorce yet, here's what you need...
Estate planning and pets
Pet owners in California know that their animals have unique personalities and needs. It’s not uncommon to recognize a pet in estate planning documents. After all, you want to make sure that your beloved dog or cat ends up being cared for by the right person if...
Couples get divorced more when men earn less
California marriages face a number of challenges, especially in this day and age. While the divorce rate is stable, one factor that could impact marriages is rising wages for women. This could both give women more financial independence and possibly spark resentment...
How are restricted stock options treated in divorce?
Restricted stock options are a special kind of compensation that is generally provided to executives and other high-level employees, workers at startups, and some other categories. They can be highly valuable, but their limitations mean that it is complex to manage...
What grandparents need to consider during estate planning
As a grandparent living in California, estate planning is important to you. You want to be sure that your grandchildren receive proper care in the event of your death or incapacity. However, there are many different estate planning strategies that you should consider...
Tips for staying strategic during a divorce
Successfully maneuvering through a contentious divorce in California requires patience, skill, and strategic thinking. Unfortunately, remaining calm and collected isn’t always easy when ending a marriage. But "difficult" isn’t "impossible." In fact, enlisting a...