Top 5 (Mistaken) Reasons You Might Not Make an Estate Plan
5. You often think you should plan for your loved ones, but don’t know where to start. This is a common problem. There is so much...
What is a Discretionary Trust?
A “discretionary trust” gives the trustee discretion over how, when, and if the beneficiaries may access trust assets. Certain uses of...
How Can You Help with Their College Expenses?
If you have children or grandchildren who have not yet completed their college education, you may be wondering how to help them achieve...
What Is a POLST and Do I Need One Instead of a Medical Power of Attorney?
POLST stands for “Physician Orders for Life-Sustaining Treatment.” It differs from an Advance Healthcare Directive (aka medical power of...
California Passes Right to Die Law
New Law Permits Terminally Ill Patients to End Their Lives. Known as the End of Life Option Act, California’s newest law decriminalizes...
DIY Death Transfer by Deed Is No Substitute for a Good Estate Plan
Joint Tenancy or California’s new “Transfer on Death Deed” May Help with Do-It-Yourself (DYI) Planning, But It Is Easy to Make Mistakes....
Remember: Update Insurance Policies When You Put Property In Your Trust
HouseKeep Your Real Estate Titled to Your Trust. Good planning includes having a Trust and keeping your major assets titled to yourselves...
Supreme Court Upholds Same Sex Marriage
In a landmark decision issued June 26, 2015, the United States Supreme Court has upheld the right of same sex couples to marry in the...
Dangers of Do It Yourself Wills and Trusts
Will 1. SignIn a previous post, I discussed An Example of What Can Go Wrong When You Make Your Own Will, as well as an article, Consumer...
What to Do with Your Business When You Die or Retire
Business Succession Planning Business succession planning is the process of providing for the passage of ownership and control of your...