estate planning
What are The Different Types of Wills?
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.
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estate planning
Estate Planning for Blended Families
Blended family estate planning presents challenges, and one size fits all estate plans may not work.
estate planning
Get a Durable Power of Attorney to Avoid Conservatorship
If you have already created a Durable Power of Attorney, you should not need a conservatorship.
estate planning
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you, it's called intestacy.
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
estate planning
Estate Planning Checklist for California Residents
When you pass away, your estate goes through the probate process, and the probate court ensures that your executor distributes your assets per your...
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan may need more than a revocable living trust.
estate planning
Do I Need an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.
No More Stretch-Out IRA: The Secure Act Changed the Rules
The Secure Act has significantly changed the rules for IRA beneficiaries. Before the Secure Act, beneficiaries could use the Life Expectancy Rule -...