16th Aug 2016

Suze Orman, an author and personal finance guru once said, “Estate planning is an important and everlasting gift you can give your family. And setting up a smooth inheritance isn’t as hard as you might think.” As important as it … more

21st Jul 2016

Nobel Prize winner, Anatole France once said “Until one has loved an animal, a part of one’s soul remains unawakened.” Pets hold a special place in our hearts and in our souls. They not only act as companions, they become … more

15th Jun 2016

Have you ever stopped to think about what will happen to your possessions once you pass away? Several people consider their loved ones and put trusts and life insurance policies in place; however, they fail to appropriately plan for their … more

18th May 2016

Artist David Dory is quoted as saying, “To own a piece of work done by an Artist is to possess one of their facets, one of the windows of their life.” People collect art for a variety of reasons. For … more

13th Apr 2016

In a recent study by Bindu Kaledan, an assistant professor of Epidemiology at Columbia, one-third of Americans reported owning a gun. Gun ownership and gun control are popular topics in the United States. Most of the time, the conversations are … more

5 Estate Planning Tips for the Blended Family

By : | Category : estate plan, Estate Planning, planning, Trustees, Trusts | Comments Off on 5 Estate Planning Tips for the Blended Family

9th Mar 2016

Second marriages and blended families are common in United States. In fact, an average of 65% of all remarriages involve children from prior marriages and form blended families. While blended families can be wonderful for both the parents and the … more

What You Need to Know About Building a Proper Estate Plan

By : | Category : asset protection trust california, california estate planning, Estate Planning | Comments Off on What You Need to Know About Building a Proper Estate Plan

10th Nov 2015

Stop for a moment and think of the most important people in your life. Depending on what stage of life you’re in, these people could include your spouse, children, mother, father, sister, brother or best friend. As difficult as this … more

What is Undue Influence in Estate Planning?

By : | Category : Estate Planning, Trusts, undue influence, will contest, Wills | Comments Off on What is Undue Influence in Estate Planning?

14th Apr 2015

It is unfortunate, but sometimes people manipulate those that are vulnerable in some way and especially dependent on others. Sometimes this manipulation may come in the form of an individual attempting to take advantage of someone and manipulate legal documents, … more

13th Apr 2015

Estate planning is only legally acknowledged as valid when the individual engaged is of “sound mind”. “Sound mind”, while simple to understand and in short words, in estate planning actually refers to a complicated set of rules governing when an … more

What is the Difference Between a Will and a Living Trust?

By : | Category : Estate Planning, Living Trusts, Wills, wills vs living trusts | Comments Off on What is the Difference Between a Will and a Living Trust?

10th Mar 2015

The establishment of a will or a living trust is an important part of estate planning. Wills and living trusts both allow you to name beneficiaries for your assets. However, they are each useful for different purposes and knowledge about … more