Allison HarveyMar 13, 20223 min readTHE EXACT COST OF THE STATE’S PLAN FOR YOU IF YOU DIEWe 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 HarveyJan 30, 20183 min readEstate Planning: Why It's Important For EveryoneEstate planning is for everyone! No matter your amount of assets, everyone has an estate and everyone should plan for when the time...
Allison HarveySep 16, 20163 min read Estate Planning Estate Planning Part 3: Advance Health Care Directive and Power of AttorneyA complete estate plan includes more than a will or trust to determine your wishes for your estate after your passing. A thorough plan...
Allison HarveySep 4, 20162 min readEstate Planning Part 2: Revocable Living TrustPutting together an estate plan gives you the power to say who gets your wealth, property, and care of your children after death. When...
Allison HarveyAug 8, 20163 min readEstate Planning Part 1: The WillWhat 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 HarveyJun 20, 20163 min readWhy 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...