Learn how you can prepare today for your aging loved ones.
Why you should think twice before nominating co-Trustees or co-Agents to administer your estate plan.
As the financial landscape and economy in general continues to move in the direction of digital content, estate planners need to be advising their clients about how to handle digital assets.
Whether you’re worth 30k or 300mil, there is a lot to lose if you die without a will.
How to navigate difficult family dynamics when executing your estate plan.
An advanced health care directive allows an individual to:
In California you may own property in the following ways:
If you own real property in the state of California, you should be aware of how you hold title to your property and how that title may affect your estate planning goals. Learn more here:
Prior to Transfer on Death (TOD) Deeds being available in California, the only way to pass property outside of probate was by creating a living trust…
A Power of Attorney is a legal document in which one person, the “Grantor,” grants another person, the “Agent,” the authority to act on behalf of the Grantor in financial matters. An Agent with power of attorney may, on behalf of the Grantor: