DID YOU INCLUDE YOUR GRANDKIDS IN YOUR WILL? 5 TIPS TO AVOID COMMON PROBLEMS

March 16, 2017

As we build wealth, we naturally desire to pass that financial stability to our offspring. With the grandkids, especially, we often share a special bond that makes us want to provide well for their future. However, that bond can actually turn into a weakness if proper precautions aren’t set in place.

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WHY YOUR ESTATE PLANNING PROJECT MUST MORPH INTO A PROCESS

March 9, 2017

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.”

Thinking of your estate plan as a single project or task to complete and move off your list is a common approach – but it’s also an approach that can land you in considerable hot water. Here’s why it’s essential to view your estate plan as a process, rather than a project.

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YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE

March 2, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us YOUR ESTATE PLANNING BINDER: TIPS FOR PROPER CARE AND MAINTENANCE You finally crossed “getting your estate plan done”…

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IS A FINANCIAL PLAN ENOUGH? WHY EXPERTS SAY YOU NEED AN ESTATE PLAN, TOO

February 23, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us IS A FINANCIAL PLAN ENOUGH? WHY EXPERTS SAY YOU NEED AN ESTATE PLAN, TOO If you want to…

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THE PROS AND CONS OF PROBATE

February 16, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us THE PROS AND CONS OF PROBATE In estate planning circles, the word “probate” often comes with a starkly…

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WHY A TRUST IS THE BEST OPTION FOR AVOIDING PROBATE

February 9, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us WHY A TRUST IS THE BEST OPTION FOR AVOIDING PROBATE As Ambrose Bierce once darkly observed, “Death is…

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What To Do After a Loved One Dies

February 2, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us What To Do After a Loved One Dies If you’ve been appointed an executor of a loved one’s…

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WANT TO GIVE THE KIDS AN EARLY INHERITANCE? 4 THINGS TO CONSIDER

January 19, 2017

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us WANT TO GIVE THE KIDS AN EARLY INHERITANCE? 4 THINGS TO CONSIDER If you’re thinking about giving your…

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OCTOBER, 2016 NEWSLETTER- ACT NOW TO SAVE LATER

October 12, 2016

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us OCTOBER, 2016 NEWSLETTER- ACT NOW TO SAVE LATER 10 Year-End Tax Planning Strategies to Discuss with Your Financial…

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SEPTEMBER, 2016 NEWSLETTER – PLANNING FOR BLENDED FAMILIES

September 8, 2016

CALL NOW – 949.420.0025 Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us × Home About Areas of Practice Probate Estate Law Trust Administration Planning for Incapacity Blog Contact Us SEPTEMBER, 2016 NEWSLETTER – PLANNING FOR BLENDED FAMILIES PLANNING FOR BLENDED FAMILIES: SECOND OR LATER MARRIAGES AND DIVORCE…

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