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Estate & Incapacity Planning

How to Use Prop 13 While You Still Can

Prop 19 takes effect on February 16, 2021, which doesn’t give you much time to take advantage of current law (Prop 13) if it’s the …

Estate & Incapacity Planning

WARNING: Prop 19 is Here!

The new year always brings new laws, but California’s passage of Proposition 19 has been at the top of our minds because of its potential …

Estate & Incapacity Planning

When is it Too Late to Plan?

“The best time to plant a tree was 20 years ago; the second best time is today.”     I love sharing that quote with our …

Estate & Incapacity Planning

Why is it called a “Living” Trust?

There are two ways to think about the word “Living” in Living Trust: First, the word “Living” means that a document is dynamic, not static.  …

Estate & Incapacity Planning

The Living Trust as a Vehicle

During over a decade as an estate planning attorney, I’ve noticed that one of the biggest reasons clients put off creating a living trust (or …

Estate & Incapacity Planning

Coronavirus is teaching us the value of being prepared. What do you need to plan ahead?

Critical Planning: What You Should Have in Place NOW. Coronavirus has brought widespread illness and a shock wave of loss throughout the world.  Along with …