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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.
5 min read
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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
7 min read
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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...
3 min read
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Avoiding Probate in California
Avoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...
3 min read
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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...
2 min read
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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...
3 min read
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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)....
3 min read
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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...
3 min read
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