October 12, 2017 October 12, 2017Dallas Jury Demands JP Morgan Pay $4 billion for Mishandling Executive’s Estate PlansIn 2010, American Airlines executive Max Hopper died without a Will, but with an estate valued at more than $19 […]
October 5, 2017 October 5, 2017Is DIY Estate Planning a Good Idea?We live in a do-it-yourself culture, with video tutorials, resources and templates for just about any task available online, either […]
September 28, 2017 September 28, 20175 Things to Consider When Choosing Your Power of AttorneyCreating a legal power of attorney document is a smart move. Doing so helps ensure that your financial affairs will […]
September 15, 2017 September 15, 2017How Does a Revocable Living Trust Work?When your Estate Plan includes a Revocable Living Trust (also called an “Inter-vivos” Trust), it includes a powerful tool that […]
September 5, 2017 September 5, 2017Estate Planning for Second MarriagesSecond (and subsequent) marriages are more common today than ever before. While a second marriage can bring love and happiness […]
August 29, 2017 August 29, 2017Why Britney Spears is Updating Her Estate Plan (and Why You Might Need to Do The Same)Having a Will and/or other estate planning documents in place is a great thing. It helps you achieve peace of […]
August 22, 2017 August 22, 2017Don’t Make The Same Estate Planning Mistakes as Phillip Seymour HoffmanOver the last several years, there have been several examples of high-profile celebrities who died without doing any estate planning […]
August 15, 2017 August 15, 2017What is the Difference Between a Will and a Trust?If you are just starting the process of planning for how your assets will be handled and distributed after your […]
July 31, 2017 July 31, 2017Estate Planning in California 101Estate planning isn’t just something the elderly or the very wealthy need to worry about. Every competent California resident over […]
July 18, 2017 July 18, 2017What is an Advance Health Care Directive?A California advance health care directive, also sometimes referred to as a “living will” or a “health care power of […]
July 14, 2017 July 14, 2017The 3 Biggest Estate Planning Myths: What You Need to Know in CaliforniaEstate planning is an important step every competent adult should take—regardless of age, financial situation, or current health. None of […]
June 30, 2017 June 30, 2017What Happens if you Die Without a Will in California?Most people know that they should do some sort of estate planning to govern the management and distribution of their […]