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I Don’t Have Any Assets – Do I Need an Estate Plan?

Many of our clients were laid low by the great recession and lost a lot of their net worth. Many are just starting a family and getting established in their careers. If you fit into one of these groups, you may ask if you even need an estate plan. You do. Why? You need to have a will to name guardians to raise your minor children if something happens to you and…

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Friday’s Random Thoughts #2

On Wednesday night in El Dorado Hills we witnessed an amazing and ferocious lighting, rain and thunder storm. From 10 p.m. to midnight, the sky erupted in thunderbolts and pouring rain. The pure power on display was both scary and awesome. We are so small. I'm still angry that Saving Mr. Banks didn't get an Academy Award. All institutions, whether a business, government agency or even a church, reward behavior that is…

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Practical Asset Protection – Part 5 Living Trust

Revocable living trusts do not give you asset protection. But if your attorney drafts them correctly, your revocable living trust can significantly protect the inheritance you leave your children from divorce claims or lawsuits that could be filed against them. Most parents do not want to leave their assets outright to their young children. Do you want your 18 year old to have control over his inheritance? Probably not. With good planning,…

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