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    Using Your Estate Plan to Pass on Values - Part Two

    Using Your Estate Plan to Pass on Values - Part Two

    INTRO: In Part One of this series, I introduced you to a young father named Curt whose grandfather's last will and testament provided his...
    Using Your Estate Plan to Pass on Values - Part One

    Using Your Estate Plan to Pass on Values - Part One

    INTRO: Here's the story of a special project I completed for a client some months ago. My client is a young father - I'll call him Curt....

    LEGACY PLANNING: Use Video As Part of Your Estate Plan

    ou should invest in a Legacy Video – the centerpiece of a 21st Century Estate Plan – because it will tell your story; because stories...
    TRUST ADMINISTRATION: "Summary" Estate Administration

    TRUST ADMINISTRATION: "Summary" Estate Administration

    Sometimes, circumstances are such that a decedent did not have a Revocable Living Trust, but a full Probate proceeding may not be...
    The New World of "Digital Legacy"

    The New World of "Digital Legacy"

    In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...
    The Law and Unintended Consequences - Part Two

    The Law and Unintended Consequences - Part Two

    INTRO: The estate planning "game" is one every adult plays, but some play more actively and more intelligently than others. The challenge...
    The Law and Unintended Consequences - Part One

    The Law and Unintended Consequences - Part One

    INTRO: The estate planning "game" is one every adult plays, but some play more actively and more intelligently than others. The challenge...
    The Elephant in the Room - Long Term Care - Part Two

    The Elephant in the Room - Long Term Care - Part Two

    INTRO: In Part One of this series, we discussed how life expectancies are steadily rising and the importance of having a long term care...
    The Elephant in the Room - Long Term Care - Part One

    The Elephant in the Room - Long Term Care - Part One

    INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
    Revocable Transfer on Death Deed - Part One

    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...
    Reviewing Your Estate Plan – A New Year’s Resolution – Part One

    Reviewing Your Estate Plan – A New Year’s Resolution – Part One

    INTRO: Time to talk about New Year’s resolutions, and specifically about considering whether or not it is in your best interest to...

    REAL ESTATE: Pitfalls of Intra-Family Real Estate Transactions – Part Two

    INTRO: In Part One of this series, I spoke about real estate transactions that frequently involve overlapping estate planning...

    REAL ESTATE: Pitfalls of Intra-Family Real Estate Transactions – Part One

    INTRO: Estate planning and real estate are the areas upon which my law practice is focused. As such, I periodically advise and assist...
    READ: Protect Your Assets – Before It’s Too Late

    READ: Protect Your Assets – Before It’s Too Late

    We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog post...
    READ: Procrastination – Science and Remedy

    READ: Procrastination – Science and Remedy

    INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...
    READ NOW: The Estate Planning “Game” – How the Rules Work

    READ NOW: The Estate Planning “Game” – How the Rules Work

    INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
    READ NOW: Estate Planning for IRAs – 7 Rules to Know

    READ NOW: Estate Planning for IRAs – 7 Rules to Know

    INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...
    READ: How to Choose a Trustee

    READ: How to Choose a Trustee

    Establishing a Revocable Living Trust for yourself and your family is worthwhile for many reasons I’ve written about previously,...

    LEGAL READ: Home Real Estate Planning Alternatives

    Home values in this area have rebounded nicely since the downturn about 5 years ago. So, the future appears brighter for older property...
    READ: Estate Planning for Blended Families

    READ: Estate Planning for Blended Families

    Remarriage is on the rise, particularly among older adults. Approximately 20% of adults in the United States have been married two or...
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    1910 Olympic Boulevard, Suite 330, Walnut Creek, California 94596

    (925) 705-4474

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