» Collaborative Estate Planning

Why We Are Voting No on Proposition 19

Many wish to leave their home to their children. Proposition 19 will make this more difficult, forcing many to sell the home because of significantly increased property taxes. Read More
Read More

Who Do You Trust to Make Your Financial Decisions?

Who should you trust to manage your financial well being when you are no longer able to do so? 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 char… Read More
Read More

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
Read More

Who should I pick to be successor trustee?

When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job. Read More
Read More
Why the Best Estate Plan…

Why the Best Estate Plan is a “Process” Rather Than a “Project”

Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off… Read More
Read More

For More Information

  • This field is for validation purposes and should be left unchanged.