Here are four simple and practical tips to lay a proper foundation for future accessibility and use of your living trust based estate plan.

The COVID 19 pandemic has created a perfect storm. On one hand, the demand for trust and estate planning has surged. It seems as though...

There are several ways to execute estate planning documents when notarization is not an option due to COVID-19.

There are many differences between a Will and a Living Trust. When clients begin the estate planning process, an initial decision to be...

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...

Once your child graduates from high school, it’s important to recognize that many things change from a legal standpoint, including the...

Imagine that a perfectly fine, aging-well parent has a minor stroke and is no longer able to manage their financial or legal affairs....

As an estate planning attorney, I am often asked (either by existing clients who are considering moving out of California, or by new...

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...

Estate planning is a very personal process. If you’re childless, it’s actually much more important to have an estate plan than you might...

Estate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...

What important estate planning documents does a person need? Estate planning attorneys (such as the author) are the best qualified to...

The concept of a Power of Attorney (POA) sounds simple, but there is a lot to know about this important part of an estate plan, says the...

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...

Fox 5 NY says in the article “Why estate planning is important regardless of your age or wealth” that this is great time to begin talking...

Just last week, I spoke with a client whose trust based estate plan I’d prepared ten years ago. His wife had recently passed away. The...

Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says Wealth...

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

The number one estate planning mistake is failing to have or to update an estate plan, says the Times Herald in the article “Top six...

My Dad broke his hip two weeks ago. After he was admitted to the hospital, I had the difficult but important conversation with his...