When a loved one passes away, no one really wants to focus on the practical... [Read more...]
Handy Estate Planning Tips for You and Your Family
We’ve put together a collection of estate planning tips for you and your family. If... [Read more...]
How Not to Unintentionally Disinherit Your Children
When asked if they are going to disinherit their children, most folks reply, “Of course... [Read more...]
Estate Planning is Not a “One and Done” Process
More than half of all Americans don’t have a formal estate plan, meaning no will, no trust, no... [Read more...]
Why a Will Isn’t the Only Document You Need (part 2 of 2)
When beginning to think about your estate planning needs, you may decide to execute a... [Read more...]
Why A Will Isn’t the Only Document You Need (part 1 of 2)
If you’re thinking about getting a will, know that it may not be your best... [Read more...]
Caution: Not All Living Trusts Will Avoid Probate
Many folks in California create living trusts to, among other reasons, avoid the hgh costs of a probate... [Read more...]
Conservatorship: Good or Bad?
For an adult child, watching a parent’s physical and/or cognitive decline is extremely painful. At... [Read more...]
Income Tax Basis
Income tax basis is important in tax and estate planning. This article by my friend... [Read more...]
How Do I Disinherit Someone?
For most people, the primary focus of estate planning is to ensure that their assets... [Read more...]
Use Trust Protectors for Added Protection and Flexibility
Trust Protectors are increasingly popular in trusts. This article by my friend and colleague Steve... [Read more...]
How Will You Obtain the Care You Need?
What’s the right direction for you in planning for the help you might need in... [Read more...]
