Tech entrepreneurs and estate planning
As a California tech entrepreneur, you’ve invested countless hours, creativity and hard work into building your business. While your...
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LET'S TALK:
Daniel Rodriguez
- Jun 8
Why it’s important to pay attention to beneficiary designations
Most California residents understand the importance of estate planning to protect their assets and loved ones. If you’ve taken steps to...
Daniel Rodriguez
- May 9
Three important factors to consider when choosing an attorney-in-fact
As many people grow older in California, they can deal with ailments and situations affecting their decision-making abilities. You and...
Daniel Rodriguez
- Apr 13
Estate planning and remarriage
Whether your first marriage ended because of a divorce or the unfortunate passing of your spouse, finding love again and remarrying often...
Daniel Rodriguez
- Mar 30
Why estate plans need emergency financial files
California adults may have a hard time accepting they will need an estate plan sooner rather than later. Even if you’re not ready to...
Daniel Rodriguez
- Mar 13
Estate planning tips for new California parents
California residents are usually over the moon about becoming parents, and excited about all that goes into it. A less talked about step...
Daniel Rodriguez
- Feb 16
Estate planning best practices for blended families
Blended families in Roseville, California, can take thoughtful steps to ensure that each child in their family, either biological or...
Daniel Rodriguez
- Feb 2
How to support your parents in their estate planning
California estate planning is a critical component of an overall financial plan. Talking about estate planning can be a sensitive and...
Daniel Rodriguez
- Jan 3
How and when to remove an executor from an estate
One of the most important aspects of estate planning in California is protecting assets for future generations. Since the owner of the...
Daniel Rodriguez
- Dec 7, 2022
Considerations in end-of-life planning in California
End-of-life planning in California is a multi-faceted issue that involves legal, financial, emotional, and practical considerations. It...
Daniel Rodriguez
- Dec 5, 2022
Why you need to establish a trust as part of estate planning
Most people in California think that it’s enough to have a will. However, wills only formalize your final wishes. Adding a trust to your...
Daniel Rodriguez
- Oct 25, 2022
What does “dying intestate” mean?
When California residents pass away without a valid will, they are said to have “died intestate.” This lengthens and often complicates...
Daniel Rodriguez
- Oct 24, 2022
What type of special needs trust should you choose?
Special needs trusts allow you the option of providing loved ones with additional funds without causing them to lose their benefits from...
Daniel Rodriguez
- Oct 11, 2022
Choosing an attorney-in-fact
Choosing an attorney-in-fact in California can impact the experience that you have in the last months or years of your life, and it can...
Daniel Rodriguez
- Sep 26, 2022
Why should you plan for future incapacity?
All California residents should plan for their futures. Estate planning is one of the best ways to do that. Documents that address the...
Daniel Rodriguez
- Sep 9, 2022
Including your kids in estate planning
Talking to your kids about your estate plan may be an effective way to ensure that your affairs are settled in a timely manner. It can...
Daniel Rodriguez
- Sep 9, 2022
Important estate planning consideration
While estate planning provides security and peace of mind for everyone, parents receive additional benefits. When parents in California...
Daniel Rodriguez
- Aug 26, 2022
5 types of trusts you could set up in California
Setting up a trust allows you to pass on assets to your beneficiaries without going through probate. To meet different needs, there are...
Daniel Rodriguez
- Aug 1, 2022
The role of a living will in your estate plan
If you are making an estate plan, you may want to include a living will that outlines your wishes for end-of-life care. It can be...
Daniel Rodriguez
- Jul 27, 2022
Is a Living Trust Appropriate for a Californian? If I Form One, Do I Still Need a Will?
As most California lawyers and estate planning attorneys would likely state, estate plans are necessary to protect not only your assets...
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