Every adult over the age of 18 who is of sound mind should consider creating an Advance Health Care Directive...
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Red Flags When Hiring a Professional Trustee
Having a Reliable Trustee Is Vital When you create a trust, you need to consider who will run the trust if you become...
Leave Your Retirement Account to Your Minor Child
When it comes to passing on your assets, your retirement savings account is likely one of the largest items to...
Choosing a Non-U.S. Citizen to Be Guardian
The thought of not being able to see to the care and upbringing of your children is a painful one. That pain could be...
5 Federal Taxes That Impact Estate Planning
If you're like most people, the estate tax comes to mind when you think of estate planning. The state of California...
Non-Grantor Trusts and Income Taxes
Trusts are some of the most useful tools available to help you build a legacy of wealth and protect assets. In...
How to Protect Your Great Ideas or Works for Your Family
When most people think of estate planning, they think about tax issues, trusts, and passing along assets like...
How to Keep Your Child’s Inheritance Out of Your In-Laws’ Hands
You may have an adult child who is happily married right now, but there’s always the possibility they could get...
Right of Occupancy Trust—A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting the people who matter to you most. But sometimes this can be more complicated than...
California Estate Planning – Updated Resource Booklets
We recently published updated versions of my three most popular resource booklets relating to California estate...
What to Do With Medications After Someone Dies?
A loved one’s passing leaves family members to figure out how to handle many different aspects of the person’s life,...
Seven Reasons to Consider a Family Estate Planning Office
Family estate planning offices provide an array of services specifically designed to meet the needs of affluent...
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