Why Should You Make a Legacy Video Part of Your Estate Plan You should invest in a Legacy Video – the centerpiece of a 21st Century...

INTRO: In Part One of this series, we talked about the one aspect of asset/creditor protection that arises in the estate planning process...

INTRO: In Part One of this series, we discovered that well intentioned people are frequently short-sighted when it comes to estate...

INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: In Part One of this series, we spoke about some of the key privacy and disclosure rules in California. Today we discover the...

INTRO: Consumer articles about estate planning don’t often venture into discussions about privacy and disclosure law as it relates to...

INTRO: Parents usually try their best to treat their children equally and children tend to expect that. In this blog post, I will explore...

INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...

INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

LEGAL READ: How to Choose a Trustee Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons...

NTRO: After many attempts during recent years, the California legislature passed, and the governor signed, an interesting bill – AB139....

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

This blog post is very similar to an article I wrote in mid-2014. I have chosen to address this topic again because: a) it is very...

INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...

Today�s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...

INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...

The focus of this blog post is on some of the more important steps people can take to: a) mitigate their fear of lawsuits – an...

This post is the third and final one in a series in which I cover some common myths and misconceptions about estate planning. Of course,...