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In: Estate Planning

Retirement Form Trumps Will or Trust
August 5, 2014

If you like gambling with cards, don’t carry that over to your designated IRA or Retirement fund beneficiaries. We all know…

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Estate Planning and Incapacity
October 22, 2013

Believe it or not, most people are more reluctant to plan for incapacity than death. More individuals can accept death but…

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Estate Planning with Durable Powers of Attorney
October 3, 2013

Many clients are confused regarding the use of Durable Powers of Attorney in their Estate Plan. In California we have two…

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Estate Planning with Protective Inheritance Trust (PIT) Provisions
September 26, 2013

Okay, you’ve got a child who doesn’t understand marriage and is twice-divorced; a child who attracts lawsuits like teenage groupies to…

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Estate Planning with the Home and Other Real Property
September 19, 2013

Okay, put down the remote and give me 5 minutes. We need to talk about Estate Planning with your home and…

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Estate Planning to Avoid Probate and Other Undesirable Court Proceedings
September 5, 2013

Could I save you $112,000? I was sitting in a San Diego Probate Court several months after taking the California Bar…

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Estate Planning 101
August 27, 2013

Attention 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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