Busting A-B Trust
IS YOUR TRUST A TICKING TIME BOMB? These days very few families need a complicated tax avoidance trust also known as an...Read More
The “Trust Doctor” at it again!
The “Trust Doctor” at it again! Over the weekend I spoke about “How Donald Trump’s Tax Reform Act Affects Your Estate Plan”...Read More
What Happens to Your Airline Miles When You Die?
What would you do if you knew you had a potentially valuable asset that could vanish upon your death? Many airlines say...Read More
LET’S RETHINK THE MEANING OF ESTATE PLANS
A good estate plan goes beyond deciding who gets what and how much after you die. It should also address your...Read More
How Donald Trump’s Tax Reform Act Affects Your Estate Planning
Learn about Trusts and how the latest tax reform act of 2018 affects your estate planning.
Tax Reform Presentation May 29, 30, 31
How Donald Trump’s Tax Reform Act Affects Your Estate Plan I will be hosting a presentation in our Long Beach and Irvine...Read More
House Swapping
House swapping simply means that you and your family agree with a family from a different area to live in each other’s...Read More
The ABCs of Trust Administration
WHAT IS A TRUST? A trust is nothing more than a contract. If you are married, it would be a contract between...Read More
