Creating a Treasure Map: The Benefits of Preparing an Inventory before Death

February 14, 2021

A detailed inventory of all of your accounts and property is crucial for helping your loved ones manage your legal and financial affairs effectively

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Gentleman signing Prop-19 documentation

Prop 19 Update – and Is Your Estate Plan Incapacity Proof?

January 8, 2021

Newly passed Proposition 19 significantly limits a child’s right to inherit the property while keeping your low property tax.

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Election Update: Prop 19 and Planning under the Biden Administration

November 17, 2020

Although we await the official certification of the election by each state, an official concession by President Trump, and the outcome of several pending lawsuits–which could take us into December or even January–the 2020 election and its aftermath promise significant changes in how Americans will be taxed.

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Protecting Your Significant Other’s Future

October 14, 2020

October is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos, dresses, rehearsal dinners, and guest lists, an often overlooked part of pending nuptials is estate planning.

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Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

September 9, 2020

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor. Such conversations often leave people shaking their heads, asking what the world is coming to, and feeling vulnerable and frustrated.

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elderly woman holding hands

Strike While the Rates Are Low: Low Interest Rate Planning Strategies for Passing on Your Wealth

August 13, 2020

COVID-19 has deeply impacted the economy, leaving estate planning strategies much more attractive and feasible based on the current low interest rate environment.

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Preparing Your Beneficiaries to Receive Their Inheritance

July 16, 2020

Giving children a substantial amount of their inheritance prior to death can provide a valuable opportunity for parents to mentor their children in the appropriate use and management of the accounts and property.

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Happy Family

Power of Positive Thinking through Estate Planning

May 14, 2020

Many scientific studies have established that there is a wide range of benefits flowing from positive thinking. At a time when many are focused on worst-case scenarios and gloomy predictions, you can resist the pull of negativity and embrace the beneficial results of positivity.

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Estate Plan for a Pandemic

How to Prepare Your Finances and Estate Plan for a Pandemic

April 15, 2020

Creating or updating your estate plan is an important part of exercising control over your finances, and ensuring that proper plans are in place can provide substantial peace of mind and security for you and your family.

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