Estate Planning

Everyone needs Living Trust

Most people don’t want to think about their own death, but everyone knows it is inevitable.  The only guarantee in…

2 years ago

California Proposition 19: Limits for Giving property to your Children and Grandchildren

Proposition 19: Limits for Giving property to your Children and GrandchildrenThe longer you own your home the lower the “assessed”…

2 years ago

You should not use “parts changer” to create an estate plan

Think about how much cars have changed.  A person we used to call a “mechanic” fixed parts to make your…

3 years ago

Make List of your important assets – Part of creating a good Estate Plan including a Living Trust

A long time client recently told me he has decided to get married. Both he and his fiancée are accomplished…

3 years ago

A Good Estate Plan helps you organize your life and gives you peace of mind

A long time client recently told me he has decided to get married. Both he and his fiancee’ are accomplished…

3 years ago