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Asset Protection

Asset Protection Planning

What is Asset Protection? Different methods used to protect someone’s assets from creditors in the event of a divorce, lawsuit, bankruptcy, or other debt-incurring events. …

Probate & Trust Administration

What happens to property if someone dies with no Will?

Property with no Will If someone dies without a Will, there are a few possible outcomes for their property.  If the property was held in …

Estate & Incapacity Planning

The Living Trust as a Sleigh

Living Trust jargon can be confusing, but Santa Claus and his sleigh are here to help! Think of The Living Trust as a Sleigh:   Santa & …

Estate & Incapacity Planning

Estate and Incapacity Planning in California

What is Incapacity Planning? Planning for incapacity means that you are prepared in the event that you aren’t able to make decisions or communicate for …

Estate & Incapacity Planning

Have You Had the Talk?

It’s difficult to talk about a time when you won’t be around, but it’s important to have these conversations. It might be uncomfortable at first, …

Wills & Trusts

Wills vs. Trusts

What is a Will? A Will is a document that puts your intentions in writing so your family knows exactly what you want to happen …

Probate & Trust Administration

How to Buy or Sell Probate Property in California

Introduction – Probate Property If property is not held in a Living Trust when its owner passes away, probate is often required for that property. …

Probate & Trust Administration

Avoid a Probate Nightmare

What happens to your estate when you die without a trust? It ghost through probate. What is probate? If you pass away without a Trust, …

Client Success Story

Client Success Story: A Way Forward

Sarah’s (name changed to preserve confidentiality) mother passed away leaving her and her nieces and nephews (children of Sarah’s deceased sibling) the generous gift of …

Probate & Trust Administration

Top 5 Probate Myths

Myth #1.  Probate is Always A Nightmare While probate definitely can be a nightmare (as it was for Dave’s family), it doesn’t have to be.  …