401(k)

5 min

You've Signed Your Trust, Now What?

It is critical that your assets be properly integrated with your living trust. Here's how to do it.

255 views

7 min

Estate Planning After the Secure Act

The Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken

237 views

3 min

Beneficiary Designation Mistakes to Avoid

Many people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...

9 views

3 min

Avoiding Probate in California

Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...

28 views

2 min

How to Incorporate Charitable Giving into an Estate Plan

When looking into charitable giving, it can easily become overwhelming. Talking to an experienced estate planning attorney can help make...

7 views

3 min

Updating Your Estate Plan After a Divorce

Updating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...

8 views

3 min

Why Do I Need an Estate Plan?

Estate planning is fairly easy to do. That said, it is also very easy not to do (as evidenced by the statistics on the subject)....

9 views

3 min

Proper Estate Planning Can Prevent Family Fights

If you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...

8 views

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