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...

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....

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

Sometimes, circumstances are such that a decedent did not have a Revocable Living Trust, but a full Probate proceeding may not be...

In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...

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

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

INTRO: In Part One of this series, we discussed how life expectancies are steadily rising and the importance of having a long term care...

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: After many attempts during recent years, the California legislature recently passed, and the governor signed, an interesting new...

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

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

INTRO: Estate planning and real estate are the areas upon which my law practice is focused. As such, I periodically advise and assist...

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

INTRO: During the course of my 22 years of practicing law in the estate planning arena, a large percentage of my clients communicate that...

INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

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

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

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

Remarriage is on the rise, particularly among older adults. Approximately 20% of adults in the United States have been married two or...