What is a QPRT?
A Qualified Personal Residence Trust (QPRT) is an estate-planning tool that allows individuals to retain…
8 years ago
Blog
Presidential Elections and Estate Planning
Presidential elections have great influence. New agendas are written. New proposals and laws are advanced.…
8 years ago
Estate Planning and Divorce
The divorce rate in the United States is approximately 50%. The “gray” divorce rate –…
8 years ago
Using Small Estate Affidavits to Transfer Assets
In California, a document called a small estate affidavit may be used to transfer an…
8 years ago
Durable versus Springing Power of Attorney
Embed from Getty Images When drafting a Power of Attorney for Finances, clients often wonder…
8 years ago
Transferring Season Tickets
Regardless of your team colors, season tickets are often prized possessions that provoke disagreements between…
8 years ago
How to Avoid Probate
Chances are you have read or been told by someone that you should ‘avoid probate…
8 years ago
What is Incapacity Planning?
No one likes to think of this subject but the reality is that anyone at…
8 years ago
SUMMER 2016 – IS YOUR FAMILY PREPARED?
We recently did a presentation at a financial planning colleague’s office entitled “Is Your Family…
8 years ago
How Should I Hold Title to My Home
If you are a homeowner in California, you may not be aware that there are…
8 years ago