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December 4, 2017

When your family is putting together an estate plan, one of the central issues is how specific property and assets will be distributed.  Whether you are talking with your parents about their estate plan, or putting together a plan for your own family there are a few im...

November 1, 2017

Modern technology and social media have created a new area that should be included in your estate planning.  Fortunately, a new law in California took effect on January 1, 2017 that will determine whether your social media accounts can be accessed by a fiduciary (such...

When you are named as a beneficiary of a living trust you have certain rights to protect your interests.  The duties of the trustee (the person who manages and distributes trust assets) include making sure that the beneficiaries are involved in the trust processes.


May 22, 2016


While a properly executed will may be enough to direct what you want to have happen to your assets upon your passing, that is ALL it will do. And, a will is not enough to protect you and your family from court involvement.


Many people believe that if they have a will,...

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