5 minYou'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.
3 minEstate Planning with Transfer on Death AccountsEstate 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 minBeneficiary Designation Mistakes to AvoidMany 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 minAvoiding Probate in CaliforniaAvoiding probate is a major estate planning objective of many California individuals and families. Probate is the legal court process...