In: Estate Planning
Retirement Form Trumps Will or Trust
August 5, 2014If you like gambling with cards, don’t carry that over to your designated IRA or Retirement fund beneficiaries. We all know…
Read MoreEstate Planning and Incapacity
October 22, 2013Believe it or not, most people are more reluctant to plan for incapacity than death. More individuals can accept death but…
Read MoreEstate Planning with Durable Powers of Attorney
October 3, 2013Many clients are confused regarding the use of Durable Powers of Attorney in their Estate Plan. In California we have two…
Read MoreEstate Planning with Protective Inheritance Trust (PIT) Provisions
September 26, 2013Okay, you’ve got a child who doesn’t understand marriage and is twice-divorced; a child who attracts lawsuits like teenage groupies to…
Read MoreEstate Planning with the Home and Other Real Property
September 19, 2013Okay, put down the remote and give me 5 minutes. We need to talk about Estate Planning with your home and…
Read MoreEstate Planning to Avoid Probate and Other Undesirable Court Proceedings
September 5, 2013Could I save you $112,000? I was sitting in a San Diego Probate Court several months after taking the California Bar…
Read MoreEstate Planning 101
August 27, 2013Attention all procrastinators! We need to talk. There is something you have been putting off and don’t quite understand. Over the…
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