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10 05, 2019

Why Not Just Go on NoloⓇ and Create Your Own Estate Planning Documents Cheaply?

By |2019-05-05T20:55:11-07:00May 10th, 2019|Categories: Estate Planning, Taxes|Tags: , , , |0 Comments

There are many software programs, and websites, that sell do-it-yourself estate planning documents. These websites and form tools seem to offer a convenient and cost-effective alternative to consulting with an estate planning attorney. But do they really meet your needs and protect your family? Is online, do-it-yourself estate planning [...]

8 05, 2019

3 Things You Must Do Once Your Divorce Is Final

By |2019-05-05T19:33:38-07:00May 8th, 2019|Categories: Estate Planning|Tags: , |0 Comments

The divorce process can be long and expensive.  However, the work does not end once the divorce decree is signed. To ensure that your assets and estate planning wishes are carried out, given this major life change, there are three things you must do as soon as possible. Change [...]

6 05, 2019

10 Types of Trusts: A Quick Look

By |2019-05-05T19:45:35-07:00May 6th, 2019|Categories: Estate Planning, Trust|Tags: , , , |0 Comments

Considering the myriad of trusts available, creating an estate plan that works can seem daunting. However, that’s what we, as estate planning attorneys, do every day. We know the laws and will design a plan which addresses yourspecific situation. Here’s a look at the basics of ten common trusts to [...]

22 03, 2019

Wills, Trusts & Dying Intestate: How They Differ

By |2019-03-21T15:44:37-07:00March 22nd, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , , |0 Comments

Most people understand that having some sort of an estate plan is a good thing. However, many of us don’t take the steps to have an estate plan ready because we don’t understand the nuances between wills and trusts – and dying without either. Here’s what will generally happen [...]

20 03, 2019

What to Do After a Loved One Dies

By |2019-05-18T16:57:25-07:00March 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , , , , |0 Comments

If you've been appointed an executor of a loved one's estate, or a successor trustee, and that person dies, your grief – plus your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out-of-town and (eventually) meeting with a trust administration or probate lawyer [...]

15 03, 2019

Who Should Be Your Successor Trustee?

By |2019-03-05T20:05:21-07:00March 15th, 2019|Categories: Estate Planning, Trust|Tags: |0 Comments

If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually, someone will need to step in for you when you can no longer act due to incapacity or after your death. Your successor trustee [...]

13 03, 2019

Your Post-Honeymoon Legal Checklist

By |2019-03-05T17:46:19-07:00March 13th, 2019|Categories: Estate Planning|Tags: , , |0 Comments

Your wedding is over, and the day was perfect. You went away on your honeymoon with your new spouse and had the time of your lives. Now you are back and can breathe a sigh of relief and watch the rest of the years ahead unfold before your eyes. [...]

11 03, 2019

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

By |2019-03-05T12:09:17-07:00March 11th, 2019|Categories: Business Formation, Business Planning, Estate Planning|Tags: |0 Comments

WARNING:  Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits.  This is absolutely not true. While Trusts commonly offer asset protection for beneficiaries, few Trusts protect assets owned by the person who created the Trust. No [...]

8 03, 2019

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, Too

By |2019-03-04T14:35:55-07:00March 8th, 2019|Categories: Estate Planning, Financial|Tags: |0 Comments

To leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. A well-informed financial plan is worth your time for several reasons, but let’s [...]

6 03, 2019

Wondering Whether You Need to Update Your Estate Plan? Yes, You Do and Here’s Why

By |2019-03-04T13:44:29-07:00March 6th, 2019|Categories: Estate Planning|Tags: |0 Comments

Please allow us to be frank. It’s unrealistic to think that a piece of paper you draft, reflecting your life at a certain time, will work when your life has changed some years later. We’ll use the Kendrick family as an example. Meet the Kendricks Meet Bill and Karen [...]