What Is A Lifetime Asset Protection Trust?
Many of our clients choose to add what we call “lifetime protection trusts” to their revocable living trust to better protect their children’s...
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What are The Different Types of Wills?
A will is the document that names your beneficiaries, the ones who will get your assets when you pass away and your executor, the person you want to...
Estate Planning for Blended Families
Blended family estate planning presents challenges, and one size fits all estate plans may not work. An experienced estate planning attorney will...
Get a Durable Power of Attorney to Avoid Conservatorship
A durable power of attorney is a document that gives the person you name the authority over your assets, like bank accounts and real property, if you...
What If You Don't Have an Estate Plan?
What happens if you don’t prepare an estate plan? The state of California has a default plan for you.
What are Revocable Living Trusts and How Do They Work?
A revocable living trust is basically a contract with yourself. Your living trust is revocable, which means you can amend it or change it whenever...
Divorce Protection and Lawsuit Protection for Your Family
Lifetime Protection Trusts are designed to protect your loved ones and their inheritance from potential divorce claims and lawsuits.
Estate Planning Checklist for California Residents
In our California estate planning practice it doesn’t mean just one or two documents, it means a package of documents to protect you and your family.
How Does High Net Worth Estate Planning Work?
If you have a high net worth estate, your estate plan may need more than a revocable living trust. The goal of a revocable living trust estate plan...
Who Needs an Estate Plan?
Almost everyone needs an estate plan. Many people think the term “estate plan” is something only high net worth individuals need. Not true.