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Estate Planning and Dementia: How to Plan Ahead

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Estate Planning and Dementia: How to Plan Ahead

The longer we live, the more likely we might suffer from conditions such as dementia. Find out how you can easily have a plan in place for your family, finances, and assets so that your time is better spent with loved ones.

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The Tasks of an Estate Executor - Probate in California

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The Tasks of an Estate Executor - Probate in California

If you’re the responsible person in your family, you might one day have to serve as an executor of your loved one’s estate. Find out what it means when someone names you as executor in their Will.

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An Overview of the Durable Power of Attorney (POA) in California

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An Overview of the Durable Power of Attorney (POA) in California

In estate planning lingo, the term “power of attorney” or “POA” comes up often. See why this term is so important when it comes to choosing a trustworthy person to handle your affairs if you’re not able to yourself.

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What’s the Difference Between Joint Tenancy and Community Property?

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What’s the Difference Between Joint Tenancy and Community Property?

If you’re a homeowner, or in the market to buy a house, you’ve probably heard of terms such as ‘joint tenant’ and ‘community property’ before. Read more to learn the differences between these two common methods of owning property in California.

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New Child or Grandchild? Time to Update Your Estate Plan

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New Child or Grandchild? Time to Update Your Estate Plan

Welcoming a new family member is a huge milestone, whether it’s in the form of a new marriage or a newborn. Make sure your family is protected by creating or updating your estate plan.

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Establishing a Safety Net for Your Special Needs Child

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Establishing a Safety Net for Your Special Needs Child

Every parent of a special needs child wonders, “What happens to my child if something happens to me?” Read on to see how you can ensure your child’s needs are met, even if you become unable to provide care.

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2019 Estate Tax Exemption Doubled by New Tax Law

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2019 Estate Tax Exemption Doubled by New Tax Law

Because of a new tax bill signed into law by President Trump, the amount of money that is automatically exempt from the federal estate tax has DOUBLED to more than $11 million for individuals and $22 million for married couples.

California’s Transfer on Death Deed: What You Need to Know

California’s Transfer on Death Deed: What You Need to Know

Read this comprehensive guide to learn how to use California's Transfer on Death Deeds to avoid probate and transfer your real property in the event of death, and whether a TOD is the best option for your family.

Did You Correctly Add Your Home To Your Living Trust?

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.

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Why Your Family Needs A Financial Advisor

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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.

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3 Reasons Why Young Parents Aren’t Protecting Their Kids

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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.

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A Big Mistake Millennial Homebuyers Make

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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.

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