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
The 10 Biggest Mistakes in Estate Planning
I fix trusts; don’t make these mistakes. To learn more, call us at (949) 833-8891 for a free consultation in either... Read More
Four Great Books on Aging and Elder Care
Longevity is generally better than its alternative. But when the body or especially the mind wears out, caring for yourself or finding... Read More
Aging Parents with Lots of Stuff, and Children Who Don’t Want It
Mothers and daughters talk about all kinds of things. But there is one conversation many daughters are reluctant to have with their... Read More
Living Trust or Living Nightmare?
Outdated documents can be worse than no estate plan at all. We have reviewed thousands of trusts in California and have found... Read More
