Did You Correctly Add Your Home To Your Living Trust?
If you set up a revocable living trust to hold title to your home, read my article to make sure that you did it correctly. You created a living trust for two reasons: (1) to avoid probate and (2) to ensure your home smoothly goes to someone you love after you die. Here’s four things to re-examine to make that into a reality.
Why Your Family Needs A Financial Advisor
The recent volatility in the stock market reminds us why it’s so important to have a team of competent professionals helping you and your family.
The 5-Step Emergency Checklist For Young Parents
3 Reasons Why Young Parents Aren’t Protecting Their Kids
Your kids are most precious to you, so don't leave their future to chance and assumptions.
A Big Mistake Millennial Homebuyers Make
Why are you love birds owning your home as “joint tenants”? There’s two better ways that offer tax advantages and protection for your family.
How Can I Help My Family Avoid Probate In California?
Learn how to help your family inherit your things without going to probate court.
The Very Real Costs Of Probate In California
Use my chart to calculate how much your family will spend in probate court to receive their inheritance if you didn't have a plan to avoid probate.
What Do I Need To Do To Set Up My Estate Plan?
Learn what the process of creating your family’s estate plan looks like.
What Is Estate Planning?
Find out how an estate plan can protect your family and what should be in your estate plan.
How Your Future Looks With No Planning
Take a sneak peak at how your future may look if you don't have an estate plan.
Estate Planning Is Like Time Traveling
You get a glimpse of your future problems, and you do a few things differently today to prevent those problems from happening tomorrow.
See what I mean by watching my introductory video on estate planning.