October, Breast Cancer Awareness Month, is a time for pink ribbons, powerful stories of resilience, and vital reminders about early...

Seniors, disabled persons and those who care for them are feeling the whiplash yet again with the latest changes to Medi-Cal eligibility...

Make arrangements to manage and protect your property. Leaving your home country is a significant life event, made even more complex and...

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...

Despite the taboo of planning for your mortality, not having a plan is actually what's most harmful. In America, about two-thirds of...

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...

In our fast-paced digital world, managing digital assets is just as crucial as protecting physical belongings. Since virtually everyone...

Inheriting property can stir up a whirlwind of emotions. The situation takes a unique turn when that property is a timeshare you find...

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

Losing a loved one is a difficult time, and it can feel overwhelming to manage their financial matters. Among the important tasks is...

Get professional help starting a business and avoid paying higher taxes, getting sued and risking your reputation.

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,...

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

Both wills and trusts are important tools in your estate plan. There is no one-size-fits-all approach to estate planning. Each plan must...

Before letting yourself get overwhelmed with complex estate planning decisions like transferring your property into trusts, dividing...