It's important to understand when tax issues become relevant in estate planning. Revocable living trusts are cornerstones of many robust...

Yes, life insurance is an excellent and often indispensable estate planning strategy for a wide range of individuals, from those with...

Waiting too long to create will can lead to loss of control over your legacy and your family's well-being. We get it. When you're...

High costs and a complex regulatory environment bring broader economic pressures for California business owners. For small business...

Cognitive decline after a stroke is a very common and significant issue, impacting a large percentage of stroke survivors. A stroke can...

When we think about investment opportunities, creating a revocable living trust might not be the first idea that pops up. Yet, in the...

When it comes to planning the distribution of your assets after you pass away, avoiding probate is vital. The probate process in...

Inheriting an Individual Retirement Account (IRA) can be both a blessing and a challenge. The process comes with important financial...

In the fast-paced world of small businesses, ensuring a smooth transition of ownership and management is crucial for long-term success....

Navigating estate planning can be particularly challenging for blended families. With multiple relationships and differing sets of...

In estate planning, the durable power of attorney (DPOA) is often a hidden gem. This critical legal document can bring peace of mind and...

Planning for the future is critical in ensuring your assets are distributed according to your wishes. For many, the process of creating...

Unmarried couples need an estate plan to protect each other in case of incapacity or death.

Common estate planning questions answered. What is an estate plan? Trust or will? What is a trust? What if I die without an estate plan?

Credit: Richard Bell/Unsplash In California, “Elder Abuse” is defined as a crime involving the infliction of financial exploitation,...

Do you have a Limited Liability Company (LLC) but never got around to drafting an Operating Agreement? Or, maybe you have one somewhere,...

Why Life Insurance Makes a Big Difference in Estate Planning. Use it strategically to pay funerals, debts, taxes, support minor kids.

Minor children are the ones most affected when a person dies without a will.

What is a Conservatorship? A conservatorship is a court proceeding in which a judge appoints a responsible person or persons (the...