Be Careful Trustees!
A person can make poor investments and lose their own money without liability. But if you’re a trustee of someone else’s money,... Read More
Don’t Need Your Current Life Insurance?
If you have a life insurance policy that you no longer want, consider selling it rather than simply surrendering it to the... Read More
Incapacity
Modern medicine is keeping our bodies alive longer, but it isn’t necessarily keeping our minds alert for longer. As a result, more... Read More
Spotlight On My Family
Kimmie is a graduate of UC Davis in Communications. She is bilingual in Spanish having studied at the University of Salamanca in... Read More
Estate Planning – The John Wayne Problem and the Bing Crosby Solution
How to properly plan your estate today. Why was John Wayne not a good example of proper estate planning? On the other... Read More
Penny Wise, Pound Foolish
I had a client who didn’t want to pay us to transfer her 5 parcels of real estate to her trust. She... Read More
Life Insurance Review
We’ve noticed many of our clients are still paying life insurance premiums when they no longer need to. Others are no longer... Read More
Property Tax Exemptions
Some transfers of California real estate between parents and children are exempt from reassessment. That means that your children might get to... Read More
Does Mom Need Help?
“Your mother’s doctor called to tell you in a few days she can return home but she’ll need someone to help her... Read More
Four Necessary Legal Documents Every 18-Year-Old Should Have
When your child turns 18, it’s the year they are able to vote for the first time; it’s the year that they... Read More
