This year California voters surprisingly passed Proposition 19 entitled the “Home Protection for Seniors, Severely Disabled, Families, and Victims of Wildfire or Natural Disasters Act.” …
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One Size Doesn’t Fit All
When we’re out discussing estate planning with folks, one of the most commonly posed questions is: “How do I know if I need a Trust?”…
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The Secure Act and its Estate Planning Implications
For beneficiaries of an IRA inheritance, the SECURE Act (Setting Every Community Up for Retirement Enhancement) can significantly impact the amount of time they have…
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VIDEO: Plan on It: AB Trusts Webinar Replay
For reference materials mentioned in the webinar, go to our blog post: To A/B, or Not To A/B, That Is The Question
Considering Co-Successor Trustees? Consider This…
When we’re discussing estate planning with folks, one question almost invariably comes up. Can I designate more than one person as my successor trustee? It’s…
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VIDEO: Plan on It: Capital Gains
VIDEO: Plan on It: Health Care Directives
VIDEO: Plan on It: Probate
Testamentary Capacity
Whenever one embarks on the process of creating an estate plan, whether it is in the form of a comprehensive, integrated plan featuring a Living…
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