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 [...]

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 [...]

18 02, 2019

Your Cyber Legacy: 3 Tips for Your Digital Assets

By |2019-02-15T18:27:33-07:00February 18th, 2019|Categories: Estate Planning, Trust|0 Comments

There’s an entire group of commonly overlooked legacy to consider – digital assets. Don’t worry if you didn’t consider these assets when made your will or trust – it’s common and, luckily, easy to correct. What are digital assets? They include: your photos (yes, all those selfies are a [...]

15 02, 2019

5 Reasons to Embrace the Emotional Side of Estate Planning

By |2019-02-15T17:03:14-07:00February 15th, 2019|Categories: Estate Planning, Taxes, Trust, Will|Tags: , |0 Comments

When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. But while that [...]

8 02, 2019

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

By |2019-02-05T17:30:29-07:00February 8th, 2019|Categories: Estate Planning, Taxes, Trust|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 [...]

4 02, 2019

An Estate Planning Checklist to Facilitate Wealth Transfer

By |2019-02-02T19:27:42-07:00February 4th, 2019|Categories: Estate Planning, Trust, Will|Tags: , , , , , |0 Comments

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Help your loved ones avoid becoming a statistic. You need to educate and update your heirs about your wealth transfer goals and the plan [...]

1 02, 2019

Trusts – The Swiss Army Knife of Estate Planning

By |2019-01-31T17:30:27-07:00February 1st, 2019|Categories: Estate Planning, Trust|Tags: , , , , |0 Comments

To the public, a trust may seem like an advanced tool only for the wealthiest among us. But trusts are a foundational estate planning tool with a solid history for being highly effective in ensuring a person’s wishes are carried out. The process begins with the maker of a [...]