We often get asked this question: “wouldn’t this just be an easier way to avoid probate?” The reality is that is, of course, an option. However, there are many pitfalls (we detail 7 here) with that approach that get overlooked or are unknown. Watch...
One of the common things to do when it comes to estate planning is to only focus on what happens when you die and ignore planning for the possibility of a medical emergency where you may not die but are temporarily or permanently incapacitated. Think accident,...
One of the common things to do when it comes to estate planning is to only focus on what happens when you die and ignore planning for the possibility of a medical emergency where you may not die but are temporarily or permanently incapacitated. Think accident, head...
Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. That’s especially the case when you are so focused on loving and caring for your new bundle of joy. The other reasons you might be delaying vary: lack of time, not thinking...
Understanding When Disinheriting a Child is MistakeFebruary 24, 2021
What is Critical to Understand for the Biden Tax ReformFebruary 17, 2021
How to Build a Plan for Blended FamiliesFebruary 10, 2021
Understanding the Probate Process in CaliforniaFebruary 3, 2021
How to Protect Your Children’s InheritanceJanuary 27, 2021