Tag Archives: Dividing An Estate

Our Weekly Tip: Before Death: Estate Planning

How can you ease the uncertainties that can arise with settling an estate?

3 Tips to Keep in Mind During Estate Planning: 1) Gain Clarity: Understand what will need to be managed with this particular estate. Debt? Bank accounts? Real estate? 2) Embrace Proactivity: Many believe that estate planning shouldn’t be a concern … Continue reading

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Our Weekly Tip: The Devil is in the Details

In the process of estate planning, it is often the personal items that become the most controversial

Our Tip of the Week: Estate planning can be a difficult undertaking, as it involves a lot of deep work to think about what happens when you are no longer there to take care of your loved ones. There are … Continue reading

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How Do You Get Started with Estate Planning? An Interview with Nancy Williamson

Nancy offers up her three tips for estate planning

Today SevenPonds speaks with Nancy Williamson of San Jose Wills and Trusts in San Jose, California. Nancy is an attorney of law who specializes in estate planning. She graduated from University of the Pacific, McGeorge School of Law and has … Continue reading

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How to Divide Family Heirlooms

My mom’s five tips to a peaceful division of family treasures

It’s rather expected that every mother has her own set of rules she expects her children to abide by. As far back as I can remember, one of my mother’s top rules was a method she wanted us to use … Continue reading

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