Videos to Help You Learn More
Planning Your Funeral: A Legacy Gift Like No Other
In speaking with a friend whose mother had recently died, he shared with me a beautiful story about a quite unexpected gift his mother had left for him and his brother. He was so moved by it that it brought him to...
Planning for Frequent Flyer Miles
What happens to my frequent flyer miles when I die? This is a common question that we hear from clients when we are assisting them with their estate planning. Frequent Flyer miles and other reward points can be valuable...
Do You Have Enough Life Insurance? What you Need to Know.
Life insurance provides security and peace of mind that our loved ones will be financially taken care of even if we are no longer around. However, how do you know if you have purchased enough or gotten the right policies?...
Safe Deposit Boxes and What You Need to Know
Safe deposit boxes are commonly used to protect valuable belongings and important documents (such as insurance policies, financial documents, a will or a trust). However, it is easy to overlook what will happen to...
Will a Reverse Mortgage Prevent Me or My Spouse from Qualifying for Medi-Cal?
I often get asked this question by clients or their adult children when a spouse or family member needs assistance with activities of daily living and requires extra care. This could be in the form of adult day care, in-home...
How Do I Hold Title in My California Home?
In the excitement of buying a home, filling out paperwork such as how do you want to hold title to your new home can often be a rushed process. As a result, many homeowners simply choose the one that sounds “right” without...
What Does Funding My Trust Actually Mean?
It is the process or re-titling or changing the name on an asset from your individual name to that of your trust. I break down some basics about funding in this video. Creating your revocable living trust is wonderful, but...
Top 10 Elder Exploitation Scams and How to Avoid Them
There are con artists out there trying to scam your parents, grandparents, and other aging relatives and friends. Here are the Top 10 Elder Exploitation Scams and how you can help seniors in your life and community avoid...
What Is Probate and Why Do I Want to Avoid It?
We’ve all head that we should avoid probate but may not necessarily know the reasons behind the desire. Kevin explains probate in a nutshell in California and provides insights on the top five reasons why you want...
How to Protect College Savings for Your Kids
The costs of college can be staggering. Kevin answers questions about protecting college savings and 529 Plans specifically. Watch to learn about tax deferred growth when preparing the education of your child or...
How to Choose a Successor Trustee
Have you found it difficult to decide who you want to be responsible for you and your financial estate should you die or become incapacitated? Is this holding up your ability to either start or finish your estate planning?...
Should I Share Title With My Parents?
This is a common question we get from adult children and their aging parents when they begin to think about estate planning. Especially when it comes to Mom & Dad’s home and if it’s a way to avoid probate. Watch the...
Recent Posts
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