Prop 19’s Impact on Estate Plans
Proposition 19 Brings Big Change to California Estate Plans The November election ballot included a couple of proposed California measures […]
Consider a “Restatement”
Consider a Restatement – Updating Your Trust When a client executes an estate plan, the idea is that the plan
Estate Planning and the SECURE ACT
How does the new SECURE Act impact my Estate Plan? On January 1, 2020, the SECURE Act (“the Act”) became
My Trust, My House, and My Mortgage
When I transfer my residence into the name of my trust, how will it affect my mortgage? If you take
The Ultimate Estate Planning Checklist
Recently I created a new worksheet. No two estates are alike. It’s pretty much impossible to identify every talking point
Winter Break Special
Winter Break is here, and the college kids are coming home for Christmas. If last month’s blog post resonated with
Minors, Adults, and Capacity
On November 6 my oldest nephew turned 18 years old. By law he is officially an adult, able to vote
Protecting Your Minor Children with a Revocable Trust
Estate planning has many key objectives, but in my opinion, the most important of them all is the protection of
The Revocable Transfer on Death Deed: Analysis of California AB 139
Effective as of January 1, 2016, the State of California now allows the use of a revocable transfer on death