Transfer on Death Deeds in California: What You Should Know
California homeowners are often told there is a simple way to avoid probate using a transfer on death deed. On the surface, this sounds appealing. Probate in California is expensive, slow, and public, and most families want to avoid it if possible…
Should Your Lawyer Control Your Money After You Pass Away
When creating an estate plan, most people focus on who will inherit their assets. An equally important question is often overlooked. Who should be in charge of managing and distributing your money after you pass away…
How To Find A Good Estate Planning Lawyer
Choosing the right estate planning lawyer can make the difference between a plan that protects your family and one that causes confusion, delays, or future legal problems. Estate planning is not something most families think about every day…
Debunking the Debt Myth: What Every California Family Should Know About Inheriting a Home
When parents pass away, their children are often left wondering what happens to any debts left behind especially if there’s a mortgage on the family home. It’s a stressful moment, and misinformation can make it worse…
Blended Family Estate Planning Horror Story: How One Couple Lost Everything
As you may know, over half of all first marriages end in divorce. About 60% of second marriages end in divorce, 70% of third marriages, and well the pattern continues. With remarriages come new relationships, new children, stepchildren, and new financial dynamics. That’s what we call a blended family and while these families can be full of love and connection, they also come with unique estate planning challenges.
How to Keep Your Estate Plan Safe
You’ve spent time, thought, and resources creating an estate plan that protects your family and assets, but have you thought about how to keep that plan safe?
What Does a Complete Estate Plan Include?
One of the questions I hear most often is, “What does a complete estate plan actually include?” It’s a great question because most people think an estate plan is just a will.
How Much Does Estate Planning Cost in California?
When families create a living trust in California, one of the first questions that comes up is whether the trust should have its own bank account. The answer depends on how your trust is set up, but in most cases…
3 Essential Estate Planning Documents Every Adult Over 18 Needs
Discover the three key documents every California adult needs to protect their future and legacy.
Essential Life Insurance in Estate Plan Orange County
See why life insurance is vital in securing your estate and protecting your family’s financial future.