November 20, 2018

What Are Transfer on Death Securities in California?

When you are helping to settle a deceased relative’s estate, you may come across some transfer on death securities. To properly pass on all the estate […]
November 15, 2018

Will Your Lifetime Decisions Impact Relatives’ Inheritances from Your Estate?

Decisions that you make during your lifetime can have a substantial impact on which property relatives will inherit from your estate. It is important to review […]
November 13, 2018

When Your Children Leave for College, Who Makes Decisions for Them?

When your children leave for college, your ability to make decisions for them changes dramatically. Often they no longer live in your house, they are legally […]
November 1, 2018

What Happens to Your Debt After Your Death?

Credit cards, college loans, mortgages, and other common lending techniques leave many people in debt at some point in their life. Others have unexpected medical needs […]
October 30, 2018

Single v. Married Status: How Spouses Factor Into Estate Planning

Whether you are currently single, just married, or married for many years, you should know that your marital status affects how your estate will be distributed. […]
October 23, 2018

Including Funeral and Burial Wishes in Your Estate Plan

Some people have strong wishes about their funeral, burial, and other end-of-life questions. Rather than hoping your family members will remember your wishes years later, you […]
October 16, 2018

Setting Up a Foundation or a Scholarship in California

For those with the means and the desire, setting up a foundation or a scholarship in California can be a wonderful way to give back to […]