Reverse Mortgage Infomercial with Jeff Krolosky

By : | Category : Assets, benefits, Estate Planning, Financial Planning, Money, Real Estate, Reverse Mortgage, Video | Comments Off on Reverse Mortgage Infomercial with Jeff Krolosky

14th Mar 2014


23rd Feb 2014

I often tell clients, that Estate Planning is a process.  It is simply the steps you would take to ensure that your property, your money, and your assets go to your family and loved ones in the event of your … more

Charles Armijo – First American Title

By : | Category : Real Estate, Title | Comments Off on Charles Armijo – First American Title

21st Jan 2014

Charles Armijo of First American Title is the professional I rely on for my real estate title needs.  Charles is an Assistant Vice President at First American Title. He is a twelve year Title veteran with Practical Problem Solving skills … more

16th Nov 2013

Gifting has become very popular in the past 3 years as an estate planning tool.  The panic leading up to the “fiscal cliff” caused by the uncertainty over Federal tax policy, in combination with generous gift rules in 2011 & … more

16th May 2013

I frequently tell people that California is a “living trust state”, because the revocable, living trust is the preferred method of estate planning for most people living in California. The alternative, the traditional will is not the favored method of … more

6th May 2013

Dwight Edward Tompkins,Orange County Living Trust Lawyer. Orange, California.

9th Dec 2012

Dwight Edward Tompkins,Estate Planning Lawyer. 


By : | Category : Assets, Estate Planning, Family Trusts, Legal Advice, Living Trusts, Real Estate, Trustees, Trusts | Comments Off on ESTATE PLANNING BASICS

16th Jun 2010

VIDEO:   ESTATE PLANNING BASICS:  Everything you need to know about FAMILY TRUSTS and Estate Planning.

7th Apr 2010

Funding a living trust or family trust is a critical step in achieving the goals of the trust estate plan. Failure to properly fund a trust will result in an overall failure of  the trust itself to carry out its … more