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Pass On More Than Your Wealth, Pass on Your Legacy
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...
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“Outlaw” Protection – Part Two
INTRO: In Part One of this series, we talked about the one aspect of asset/creditor protection that arises in the estate planning process...
Myopia Can Be Hazardous – Part Two
INTRO: In Part One of this series, we discovered that well intentioned people are frequently short-sighted when it comes to estate...
Myopia Can Be Hazardous – Part One
INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...
ASK ROB: Long Term Care and Estate Planning
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Living Trusts – How Far Does Privacy Go? – Part Two
INTRO: In Part One of this series, we spoke about some of the key privacy and disclosure rules in California. Today we discover the...
Living Trusts – How Far Does Privacy Go? – Part One
INTRO: Consumer articles about estate planning don’t often venture into discussions about privacy and disclosure law as it relates to...
LEGAL READ: When Giving To Children, Is Equal Always Fair?
INTRO: Parents usually try their best to treat their children equally and children tend to expect that. In this blog post, I will explore...
LEGAL READ: The Often Neglected Piece of Estate Planning
INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...
LEGAL READ: The Estate Planning “Game” – How the Rules Work
INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
LEGAL READS: Rob Silverman’s Advice on Trust Administration
LEGAL READ: How to Choose a Trustee Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons...
LEGAL READ: Revocable Transfer on Death Deed
NTRO: After many attempts during recent years, the California legislature passed, and the governor signed, an interesting bill – AB139....
LEGAL READ: It’s All About Your Health
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
LEGAL READ: It Really Is All About Your Health
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
LEGAL READ: Is Your Living Trust a Bomb Ticking Silently?
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...
LEGAL READ: How To Be Safe With Safe Deposit Boxes
INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...
LEGAL READ FROM ROB: Five Estate Planning Myths
Today�s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...
LEGAL READ: Estate Planning – What Every Adult Should Have
INTRO: When the term “estate planning” is used, most people immediately think about Wills and Trusts. But the “poor step-children” of...
LEGAL READ: Don’t Let Fear of Lawsuits Disrupt Your Sleep!
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...
LEGAL READ: Common Estate Planning Myths – Part 3
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,...
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