Get your FREE legal guardianship guide. Learn how to protect your kids by nominating a guardian to take care of them if something happens to you.
How To Name An Emergency Guardian For Your Kids
How To Invest In Your Parents
Learn how to invest in your parents to help them prepare to live the latter part of their days with passion and purpose. But I'm not talking about financial investment.
Are You Ready To Take Care Of Your Aging Parents?
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.