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Almost Half of American Adults, 18 to 34, Have Been Motivated by COVID-19 to Begin Estate Planning


Here are Your Next Steps If the COVID-19 Pandemic and ensuing shutdowns taught us anything, it’s that life and our plans can change fast. In 2020, some of us learned,…

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Properly Prepared Estate Plans Go Beyond Real Estate to Include Other Valuable Possessions


  When we think about Estate Planning, we usually focus on real estate, such as primary residences, vacation homes, and commercial property and how those assets get handled upon our…

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Why Life Insurance Could Be Vital to Your Estate Planning Strategy


Life insurance policies are emerging as important estate planning tools, which is especially important with so much tax uncertainty for the future. While the status quo is likely for now,…

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Major Tax Changes May Be Afoot: Is Your Small Business Ready?


There’s a new administration in Washington D.C. and you don’t need a crystal ball to realize major tax changes are on the horizon. The good news, relatively speaking, is that…

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With Prop 19 in Effect, Possible Federal Tax Policy Changes Could Also Affect Your Estate Plans


There are potentially more new tax laws likely to affect Californians this year than Proposition 19, which we’ve covered extensively here in this blog and through a series of webinars….

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Time to Dust Off Your Trust: If Your Estate Plan is More Than Three Years Old, It’s Probably Outdated


Changes in life are inevitable. A birth, death, marriage, divorce, move, property purchase or sale, change in laws and regulations, or the simple fact that our families age are the…

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Protect Your Legacy and Gain Peace of Mind with a Proper Estate Plan


You’ve likely heard a lot about estate planning, but do you know why it’s so important — both for you and for your family? When it’s done right, estate planning…

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Estate Planning: Learning the Basics


When it comes to estate planning, knowing what to do (and what not to do) is critical to your peace of mind and your family’s. The time of a loved…

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With the New Year Comes Changes to Property Tax Rules: Proposition 19 Heads the List


As we start the new year with cautious optimism, happily bidding 2020 “Good riddance,” one of the first issues for California property owners to tackle is how they (and their…

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In CA, You Have 15 Days in December to Give Your Business a Head Start for the New Year


At year’s end, most businesses are balancing accounts and closing their books on what hopefully has been a successful year. It’s also the time of year when many business owners…

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What Happens If You Die Without an Estate Plan?


It is easy to put off making an estate plan with a will or trust, and young, healthy individuals may see it as a low priority. However, estate planning is…

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Act Now to Restructure Your Business


Click Here to Download the Incorporation Guide! Business owners, take note: The end of the year can be an exciting time of opportunities for your business. Before the year ends,…

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      Ready to Avoid Probate?
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      Begin by watching our Estate Planning Workshop

      This recorded workshop is available for download 24/7 and will help you understand the basics of Estate Planning from the comfort of your home!  It will likely answer many of your questions, but feel free to contact us directly if you’d prefer to set an appointment.

      Topics include:

      • Wills and Trusts
      • Probate
      • Powers of Attorney
      • Advanced Medical Directives


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