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July 5, 2018
If You Have Life Insurance, Do You Still Need a Will?

If You Have Life Insurance, Do You Still Need a Will or Trust?

Companies advertise life insurance as the solution to all your future planning needs. The insurance provides funds to support your spouse and children if anything were […]
July 19, 2018
Guardianship Basics in California

Guardianship Basics in California

Guardianships allow one person to legally assume the responsibility of caring for another person or managing their financial assets. In California, the term guardianship refers to […]
August 9, 2018
What Is a Trust? The Basics

What Is a Trust? The Basics

Trusts become part of many people’s estate plans, but before you start planning you may not know how trusts work. A trust begins with a legal […]
November 1, 2018
What Happens to Your Debt After Your Death?

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 […]

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