Videos to Help You Learn More

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...

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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...

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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...

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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...

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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...

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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...

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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?...

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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...

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