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Revocable Transfer on Death Deed - Part One
INTRO: After many attempts during recent years, the California legislature recently passed, and the governor signed, an interesting new...
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Estate Planning for Blended Families – Part Two
INTRO: I spend most of my time helping clients establish and update their estate plans so that they can efficiently pass on assets to...
Don’t Let Fear of Lawsuits Disrupt Your Sleep!
The focus of this blog post is on some of the more important steps people can take to: a) mitigate their fear of lawsuits – an...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
dont-be-left-in-the-dark-part-one
Too often, beneficiaries do not receive adequate communication about their inheritance. Beneficiaries have rights and they need not sit...
Are You Confident About Your Estate Planning Team? – Part Two
INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...
Protect Your Assets – Before It’s Too Late – Part Two
INTRO: In Part One of this series, we started to explore how you should consider the limited liability benefits of forming a business...
ESTATE PLANNING: Myopia Can Be Hazardous
INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...
Estate Planning for Blended Families – Part One
INTRO: I spend most of my time helping clients establish and update their estate plans so that they can efficiently pass on assets to...
Estate Planning Strategies for Blended Families – Part One
INTRO: Estate planning for blended families can be complex, sensitive and difficult. Here, I will explore a few potential strategies that...
ESTATE PLANNING: Advice About Safe Deposit Boxes
INTRO: In the course of handling a trust administration for two brothers whose parents had died, an issue arose about the parents’ safe...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
Are You Confident About Your Estate Planning Team? – Part One
INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...
Your Legacy Video
What the Process Involves The process of creating your very own Legacy Video involves interview preparation, the filmed and guided...
When Giving To Children, Is Equal Always Fair? - Part Two
INTRO: In Part One of this series, we talked about why parents usually try their best to treat their children equally and children tend...
When Giving To Children, Is Equal Always Fair? - Part One
INTRO: Parents usually try their best to treat their children equally and children tend to expect that. In this blog post, I will explore...
When Family and Business Don't Mix - Part Two
INTRO: In Part One of this series, I described the behaviors that led to litigation between relatives who co-own real estate and a...
When Family and Business Don't Mix - Part One
INTRO: The litigation I describe in this two-part series is a very unfortunate example of what can happen without proper planning and...
Watch Out For Elder Financial Abuse! - Part Two
INTRO: In Part One of this series, I reported that it is difficult to combat elder financial abuse. Sometimes it isn't recognized or at...
Watch Out For Elder Financial Abuse! - Part One
INTRO: Working with many elderly clients and hearing about the parents of "baby boomer" clients, I see and hear signs of elder financial...