Family Legacy Wealth Plan: 3 Must-Have Conversations With Adult Children A family legacy wealth plan requires care and...
Family Legacy Wealth Planning
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California Estate Planning Attorney
What Barbie Teaches Us About Estate Planning
The overwhelming success of Barbie is a cultural phenomenon. Greta Gerwig’s hit movie could be considered deep...
Investment and Distribution Trustees – Why Would I Need both
Dividing the Duties of a Trustee A person creating a trust often serves as the first trustee. In that case, all the...
New Resource Booklet: Creating Your Health Care Directive
Every adult over the age of 18 who is of sound mind should consider creating an Advance Health Care Directive...
Disability Panels to Take Back Control
Deciding When Someone Is Incapacitated Note: If you are involved in a conflict regarding yourself or a family member’s...
How to Handle a Disclaimer Provision in Your Deceased Spouse’s Will or Trust
The loss of a beloved spouse is a terrible ordeal. The grieving process can be long and painful. Unfortunately, such a...
What to Know About Vacation Properties in Estate Planning
Owning a vacation property or second home is a dream for many people. While vacation properties are chosen for their...
Top 5 Things for Couples to Consider About Joint Trusts vs Separate Trusts
A comprehensive estate plan often includes the use of trusts. Married couples may require the power and flexibility of...
Tools to Make a Flexible Estate Plan
The future is unpredictable. One of the sticking points for many people looking to establish an estate plan is the...
Updating Beneficiaries and More: An Estate Planning Attorney’s Pre-Vacation Checklist
Peaceful moments with a child, grandchild, or other family member may be the very best thing about taking vacation....
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...
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