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 [...]

4 03, 2019

Did you include your grandkids in your will? 5 Tips to Avoid Common Problems

By |2019-03-04T12:53:51-07:00March 4th, 2019|Categories: Financial, Will|Tags: , , |0 Comments

As we build wealth, we naturally want 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 [...]

1 03, 2019

5 Things Every New Mother Needs to Know About Wills

By |2019-02-26T21:31:19-07:00March 1st, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , |0 Comments

As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, bringing new life into the world sparks intense [...]

27 02, 2019

Dispelling the Top 3 Estate Planning Myths

By |2019-02-26T19:43:58-07:00February 27th, 2019|Categories: Estate Planning, Trust, Will|Tags: |0 Comments

Like any other complex subject, estate planning has its share of myths and misconceptions.  Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed. Estate Planning Myth #1 – You [...]

25 02, 2019

3 Tips For Every New Homeowner

By |2019-02-23T19:54:38-07:00February 25th, 2019|Categories: Estate Planning, Probate, Trust|Tags: , |0 Comments

Congratulations on the purchase of your new home.  Whether this is your first home or an upgrade/downsize, purchasing a home is a big event in your life.  When these major life changes occur, you should be properly prepared. Below are a few things for you to consider now that [...]

20 02, 2019

Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children

By |2019-02-19T13:32:22-07:00February 20th, 2019|Categories: Estate Planning, Probate, Trust, Will|Tags: , , |0 Comments

Most parents want to make sure their children are provided for if something happens to them while the children are still minors. Grandparents, aunts, uncles, and good friends sometimes want to leave gifts to beloved young children too. Unfortunately, good intentions and poor planning often have unintended results. Don’t [...]