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3 min read
How Do I Choose My Successor Trustee?
One of the tasks in creating a trust is designating a successor trustee to carry out your wishes when you can no longer act.
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No-Contest Clauses in California
We may enjoy watching courtroom drama in movies, TV and on stage, but when it comes to our own lives, most people will do just about...
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Where Should I Keep My Will and Trust?
Clients often ask where they should keep their Will and Trust. Although some people ask their attorney to hold the original documents of...
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What is Community Property in California?
Marital property in community property states is owned by both spouses equally, according to nj.com’s recent article, “Does this house...
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Top 3 Reasons to Have a Living Trust
There are many reasons to have a Living Trust. Living trusts (also called revocable trusts and revocable living trusts) are a great...
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Estate Planning for New Parents
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...
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Should I Put My Firearms in a “Gun Trust”?
If you own a gun or are a gun collector, although you likely have heard the term “gun trust,” you may not know what it is, how it works...
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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...
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How Do I Find the Right Estate Planning Attorney?
When looking for an estate planning attorney, many people feel more comfortable with getting a personal referral than by trying to find...
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Should 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...
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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...
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Should 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...
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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...
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Using Life Insurance in Estate Planning
I’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...
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