Offers that sound too good to be true usually are. The unscrupulous try to draw... [Read more...]
Transfer on Death Deed: Your Questions Answered
Do you own “real” property? Are you looking for a way to avoid probate? If... [Read more...]
Refresh and Reset: Syncing up in San Diego
The best Estate Planners stay current on the latest trends. The American Academy of Estate... [Read more...]
Honest Discussion About Funerals
Death is a certainty so have a discussion with family. When we are adolescents, we... [Read more...]
Do You Need a Revocable Living Trust?
When creating an estate plan, it’s easy to focus so much attention on a will... [Read more...]
Planning for the International Client (Updated)
As the world shrinks due to increased mobility and interconnectedness, estate planning has become more... [Read more...]
What to Do after a Loved One Dies
The death of someone near and dear can be a stressful and confusing time. Your... [Read more...]
Aaron Carter’s Death Leads to Inheritance Questions
When a celebrity passes away, it’s natural for their estate plan to get a lot... [Read more...]
Common Mistakes in Estate Planning – Part V
Some individuals create a Revocable Trust, pour-over Will, Property Power of Attorney, Health Care Power... [Read more...]
Relax: Everything’s Handled
Before you head off on your next adventure ask yourself – Is everything handled and... [Read more...]
Have You Answered These Beginner-Level Estate Planning Questions?
As someone who is new to estate planning, you can expect to have reservations about... [Read more...]
Common Mistakes in Estate Planning – IV
With the proliferation of the internet has come a plethora of websites claiming that individuals... [Read more...]