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PRACTICE AREA
135 articles on
Big Banks Don't Like You and Don't Like Estate Planning
"The first rule of a happy life is low expectations."
Charlie Munger
Why You Shouldn't Wait to Do Your California Estate Planning
Welcome back, to another enlightening dive into the world of estate planning, where we blend the seriousness ...
Unmarried Couples Should Not Use Joint Living Trusts
We recommend that individuals and married couples who own a home set up a living trust to avoid probate. California ...
California Joint Tenancy Proportional Interest Transfer Rule
When we help our California clients create their living trust estate plan, we prepare and record a deed transferring ...
Clark's Random Notes on California Estate Planning
Georges Hautecourt. Old school estate planning attorney. Sometimes, old school is not good. All to the cat. ...
25 Estate Planning Life Hacks from a 25 Year Estate Planning Attorney
I've been an estate planning attorney for more than 25 years. I love my work because I've been able to meet ...
Don't Give Away Your Home to Your New Love
Recently, we've had several clients with the same problem:
Beneficiaries You Don't Even Know
If you don’t have children, and your only family are distant relatives you don’t even know, you have more options ...