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...
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....