Planning is important when providing for your children or grandchildren. But planning for their education... [Read more...]
What Can I Do to Prevent My Beneficiaries from Contesting My Will?
For most people, reducing the likelihood of litigation is a primary factor in the decision... [Read more...]
Do I Really Need a Trust?
We get a lot of questions about revocable living trusts and some prospective clients wonder... [Read more...]
Five Estate Planning Don’ts
Some people take the time to begin their estate planning, while others never even get... [Read more...]
Who Needs A Power of Attorney?
While almost anyone can create and use a power of attorney, not everyone needs to... [Read more...]
Trustors, Trustees and Beneficiaries – The Same Person?
A trust creates a special relationship between people and property that the trust owns. The... [Read more...]
Can Life Insurance Be Paid to a Trust?
Life insurance is often an integral part of both financial planning and estate planning. This... [Read more...]
Do You Have to Go through Probate with a Living Trust?
Estate planning typically involves trying to achieve numerous goals and objectives in one comprehensive plan.... [Read more...]
Top 3 Reasons to Create a Living Trust
Although a Last Will and Testament remains the most common estate planning document, a living... [Read more...]
Can’t I Just Transfer My Assets to My Adult Child to Qualify for Medi-Cal?
You may have heard that many seniors turn to Medi-Cal for help covering their health... [Read more...]
How Much is Too Much?
This article by my friend and colleague Steve Hartnett, an estate planning expert, looks at... [Read more...]
The Importance of Communicating Your Plans
Each of us will die eventually. This article by my friend and colleague Steve Hartnett,... [Read more...]
