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
The ABCs of Probate
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a... Read More
What Is Probate & How To Avoid It
WHAT IS PROBATE? Probate is required if a person has no Will. Probate is also required even if a person has a... Read More
Joint Tenancy Is a Death Tax Trap & an Income Tax Disaster
Most people hold title to their investments in joint tenancy, but this is often not the best way to hold title. To... Read More
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