Blog

• Asset Protection
• Estate Planning
• Heirs
• Inheritance
• Legacy Planning
• Life Transitions
• Probate
• Real Estate
• Real Estate Law

Drawbacks of Transfer on Death Deeds in California

Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…

• Asset Protection
• Estate Planning
• Podcasts
• Probate
• Trusts
• Wills

134: Character Matters Part 1: Understanding Community Property in Divorce and Estate Planning

• Asset Protection
• Estate Planning
• Funding Your Trust
• Inheritance
• Legacy Planning
• Podcasts
• Probate
• Trust Administration
• Trust Assets
• Trusts

133: From Wheels to Waves: How to Fund Your Trust with Cars, Boats, or Mobile Home Assets

• Asset Protection
• Bank account
• Beneficiaries
• Cryptocurrency
• Digital Assets
• Digital Money
• Distribution of Assets
• Estate Planning
• Finances
• Financial Planning
• Financial Transitions
• Heirs
• Inheritance
• Investments
• Podcasts
• Probate
• Retirement
• Succession Planning
• Trust Bank Accounts
• Trustee
• Trusts
• Wills

132: Trust Funding in a Digital World: Safeguarding Virtual Wealth

• Asset Protection
• Beneficiaries
• Care Decisions
• Conservatorship
• Decision-Making
• Distribution of Assets
• Emergency Planning
• Estate Administration
• Estate Planning
• Executor
• Family Transition
• Finances
• Financial Planning
• Heirs
• Incapacity Planning
• Inheritance
• Irrevocable Trust
• Legacy Planning
• Life Transitions
• Power of Attorney
• Probate
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized
• Wills

Planning for the Inevitable: What Happens to US Savings Bonds After You Die

Death is a topic many of us prefer to avoid, but as responsible adults, planning…

• Advance Directives
• Advanced Planning
• Asset Protection
• Beneficiaries
• Care Decisions
• Decision-Making
• Distribution of Assets
• End of Life Option
• Estate Planning
• Executor
• Health Care
• Heirs
• Incapacity
• Incapacity Planning
• Inheritance
• Legacy Planning
• Life Transitions
• Long Term Care
• Podcasts
• Power of Attorney
• Probate
• Succession Planning
• Trustee
• Trusts
• Uncategorized
• Wills

131: Drafting a Comprehensive Power of Attorney: What You Don’t Know CAN Hurt You

• Asset Protection
• Beneficiaries
• Burial
• Celebrity Estates
• Creditors
• Current Events
• Decision-Making
• Distribution of Assets
• Estate Administration
• Estate Planning
• Executor
• Federal Taxes
• Finances
• Financial Planning
• Funeral Planning
• Heirs
• Inheritance
• Podcasts
• Power of Attorney
• Probate
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Wills

130: Exploring the O.J. Simpson Estate: Probate and Creditor Claims

• Asset Protection
• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Estate Administration
• Estate Planning
• Executor
• Family Care
• Family Transition
• Financial Planning
• Heirs
• Inheritance
• IRAs
• Legacy Planning
• Life Transitions
• Podcasts
• Probate
• Professional Fiduciary
• Succession Planning
• Successor
• Tangible Property
• Trust Administration
• Trustee
• Trusts
• Wills

129: Estate Planning Strategies to Reduce Family Conflict After Death

• Beneficiaries
• Care Decisions
• Decision-Making
• Estate Administration
• Estate Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Legacy Planning
• Pet Trust
• Pets
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Unmarried Couples
• Wills

Key Considerations for Estate Planning for Unmarried Couples

Many couples are choosing to wait longer to get married, or choosing to not get…

• Asset Protection
• Beneficiaries
• Conservatorship
• Distribution of Assets
• Estate Planning
• Heirs
• Inheritance
• Irrevocable Trust
• Podcasts
• Probate
• Succession Planning
• Successor
• Tax Planning
• Trust Assets
• Trustee
• Trusts
• Wills

128: Revocable or Irrevocable Trust: Which is Right for Me?