4 min readThe Flexible Estate Tax Planning Trust "In this world, nothing is certain except death and taxes." - Benjamin Franklin When it comes to estate taxes (otherwise referred to as...
4 min readNew Law Increases Asset Protection for California Homeowners California law allows homeowners to protect a certain amount of equity in their homes from if they are sued or file for bankruptcy....
7 min readEstate Planning After the Secure ActThe Secure Act significantly alters the way retirement accounts can be used for estate planning. Several steps should be considered or taken
3 min readReasons for a Spendthrift Trust? Think Asset Protection.Any good estate planning attorney knows that protecting your children from frittering away an inheritance is one of the main reasons for...
2 min readUsing Special Needs Trusts in Estate PlanningEstate planning is crucial for a family with a special needs child, who may benefit greatly from a special needs trust to supplement...
3 min readInheritance Trusts Protect Children and Give You ControlInheritance trusts are used to maintain some level of control in how assets of any size are passed on to and used by another person...
2 min readEstate Planning Can Help Protect Your IndependenceWhen most people think of estate planning, they think about money or other assets. But we all have a much more important asset than...
3 min readShould I Create My Will Online?More than 50% of Americans don’t have a will, according to a 2017 survey by Caring.com. A U.S. News & World Report’s article asks “Should...
3 min readShould I Have a Trust?Trusts are often associated with the very wealthy, who want to pass on their wealth to future heirs. However, there are many good reasons...