Merry Christmas
God Bless Us Every One
Blog
estate planning
Lord Voldemort, Money and Your Kids
Set an example of good money management and your kids will follow.
estate planning
Charles Dickens and Estate Planning
Learn important estate planning lessons from Charles Dickens' David Copperfield to protect your assets and loved ones from fraud and undue influence.
estate planning
Top 10 California Estate Planning Mistakes (And How to Avoid Them)
The most common, and costly, California estate planning mistakes, from unfunded trusts to outdated beneficiaries. Here's how to avoid every one.
estate planning
Your Estate Plan Will Have a Big Impact - Choose the Good Guys
Choose beneficiaries wisely in your estate plan to make a meaningful impact. Consider close relationships to ensure your legacy benefits the right...
estate planning
The Benefits of Naming a Charity as Your IRA Beneficiary and How To Do It
Name a charity as your IRA beneficiary to maximize tax benefits and streamline trust administration. Learn how to do it effectively and avoid common...
estate planning
You Need Life Insurance
Ensure your family's financial security with life insurance. Learn why term life policies are essential for peace of mind and protecting your loved...
estate planning
Hand-Off Instructions: What Your Family Needs When You Die or Become Incapacitated
Hand-off instructions tell your successor trustee exactly what to do and where to find everything. Here's what to include in yours.
estate planning
How to Avoid California Probate Without a Living Trust: 7 Methods Explained
There are ways to avoid California probate without a living trust, but most have real limitations. Here's an honest look at all seven options.