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The Secret to Spousal Benefits for Social Security
Many of our estate planning clients rely on social security as part of their income. Although we usually think of Social Security in...
3 min read


Questions on Estate Planning with Real Estate
People who own real estate do their heirs a big favor by getting their estate planning in order. Having clear intentions laid out in a...
3 min read


Estate Planning with Transfer on Death Accounts
Estate planning with a will (as opposed to a living trust) often carries with it the need to involve a court process called probate to...
3 min read


How Do Living Trusts Work?
Living Trusts have become an extremely popular estate planning tool, and for good reason. After all, a properly drafted and funded living...
2 min read


Estate Planning – Why We All Need It
Putting off estate planning is never a good idea. Life happens, and before you know it, “someday” arrives. Everyone can benefit from...
2 min read


Power of Attorney: Why You Need One
When the time comes, having a power of attorney is a critical document to have. The power of attorney is among a handful of estate...
2 min read


Estate Planning Attorney Explains Why You Need One
A good estate planning attorney can save your family the stress and expense of court and family feuds that often arise when planning is...
3 min read


Reasons 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...
3 min read


How to Choose a Guardian for your Kids
I’ll admit, deciding how to choose a guardian for your kids isn’t a lot of fun. Who wants to think about a situation where their young...
2 min read


Why I Chose Not to Blog This Week
I’ve been posting at least 2 articles per week all year. This week however, I have taken an intentional break. Here’s why: I’ve dedicated...
2 min read


Trust Attorney Explains the Various Types of Trusts
There are several different kinds of trusts that a trust attorney may use to accomplish a wide variety of purposes in creating an estate...
4 min read


Estate Planning Attorney Advice for Aging Parents
Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....
3 min read


Do I Need to Update My Will if I Move to a New State?
As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...
3 min read


New Blood Test Predicts Who Will Develop Alzheimer’s
A cure for Alzheimer’s disease is not yet available, but researchers hope they will be able to identify the illness much earlier, so they...
3 min read


Estate Planning Attorney Advises Against Shortcuts
The estate planning attorney is familiar with this gentleman’s plan to avoid the “courtroom mumbo jumbo” described in the article “Estate...
3 min read


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


Estate Planning Should Include Your Passwords
With most bank and investment customers receiving financial statements electronically instead of on paper these days, your estate plan...
2 min read


Can an Irrevocable Trust be Changed or Revoked?
The question of whether an irrevocable trust can be changed or revoked comes up fairly often in estate planning. Sometimes circumstances...
2 min read


Do You Really Need a Lawyer to Make a Will or Trust?
With the variety of options available today, it’s natural to wonder whether you really need a lawyer to make a will or create a living...
3 min read


Using Special Needs Trusts in Estate Planning
Estate planning is crucial for a family with a special needs child, who may benefit greatly from a special needs trust to supplement...
2 min read
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