» Updating Your Estate Plan

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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Your Estate Plan Needs a Checkup!

Were your documents signed in the 80s or 90s, or the early 2000s?  If so, your documents are likely terribly out of date. Federal estate taxes, gift taxes, and generation-skipping transfer taxes went through major changes during these years.   Read More
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Choosing Your Successor Trustee

Who should you choose to be your successor trustee? If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs.  Eventually, someone else will need to step in when you are no… Read More
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Why You Need a Revocable Trust

Creating a revocable trust gives you flexibility over your assets while you’re alive and also clearly states your intentions should you become incapacitated and unable to manage your affairs, as well as after your death. Read More
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You Just Bought a Home – Make Sure Your Asset Is Protected

Even if you have a will, a house in California usually must go through probate. A trust avoids probate. California probate fees are set by statute and are set according to the value of the house regardless of the amount still owed on the house. Read More
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What Happens to Your Business When You're Gone

Preparing your small business for your incapacity or death is vital to the survival of the enterprise. Proactive financial planning -- including your business and your estate plan -- is key. 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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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
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If you think you don’t need estate planning because you have a mortgage, think again

The value of your house is based on the fair market value, regardless of any amount you owe on the house. Read More
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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
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