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warning: prop 19 is here
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 …

When it is too late
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 …

living trust
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.  …

living trust as a vehicle
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 …