» Beneficiary Designations

Do You Know Who You Want Making Final Decisions for You?

When you are no longer able to, who should you trust to manage your financial well-being? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on your behalf. What character… Read More
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Estate Planning Process: What to Expect

Our goal is to create the best possible estate plan for you. To achieve that, we spend as much time as we need to get to know you, your family’s circumstances, and to thoroughly understand what your goals are. Read More
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The SECURE Act: New Rules for IRAs

We Can Help You Understand How the New Rules for IRAs Affect You. New rules for IRAs became effective on January 1, 2020. The Act is the most significant legislation affecting IRAs in decades. Read More
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Vacation Checklist: Get Things in Order!

We do a lot of "last-minute" estate plans for people who planning a trip (or who are having surgery). People think they don't have time. It is my job to make the process as easy as possible for you. Read More
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Transfer On Death or Payable On Death Accounts: Pros and Cons

Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way. Read More
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Three Tips For Every New Homeowner

You have just signed the paperwork on what is probably your most valuable asset. Now is the time to protect that asset for your family. In California, probate fees are based on the value of the house – whether or not you owe money on a mortgage! Read More
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Beneficiary Forms and Estate Planning

Are your beneficiary designations consistent with your estate planning wishes? In the event of your untimely death, the manner in which your beneficiaries receive your assets, including life insurance, depends on how your property is titled. Read More
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