Blog

Have you been considering planning your estate? Planning for the future can feel intimidating, especially when it involves considering scenarios where you're unable to make your own healthcare decisions. This is where an advance directive becomes invaluable. It’s a legal document that outlines your wishes regarding medical care should you become incapacitated.

Estate planning in California often involves two cornerstone documents: a will and a living trust. Deciding which one is best for your situation can feel overwhelming, especially when each has unique features, benefits, and potential drawbacks.

Explanation of how to avoid creditors seizing assets through the use of IRAs and Standalone Retirement Trusts.

An overview of the elements of a complete Estate Plan.

A blog post on joint property ownership and how it affects estate planning.

Blog post above protecting a loved one who is, will be, or has been incarcerated.

Protecting your family is important, especially when you have minor children, and even more so now that we are living...

A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and...

It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you...

There is great news for clients with certain family members or other beneficiaries – this year brought with it a huge...