098: What Are the Top Ten (Plus) Estate Planning Myths?
4 years ago
Irrevocable Trust
New Duties for Successor Trustees When Settlor is Incapacitated
Effective January 1, 2022, California Probate Code Sections 15800 and 16069 are amended by Assembly…
4 years ago
Why Do I Have to File a Probate if My Family Member Had a Trust?
In California, owning assets in a revocable trust enables your family to avoid probate, a…
4 years ago
076: Don’t Let an Inheritance Destroy Government Benefits Eligibility
Big Three from Episode #076: If someone with special needs receives an unexpected inheritance that…
5 years ago
070: Trustee Do’s and Don’ts Part Two
5 years ago
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago
Dayna Wilson and Kirsten Howe talk about the recent election and Proposition 19
If Proposition 19 is passed, does that mean I have to make changes to my…
6 years ago
037: Coronavirus Estate Planning Triage
<span data-mce-type="bookmark" style="display: inline-block; width: 0px; overflow: hidden; line-height: 0;" class="mce_SELRES_start"></span> Are you a health…
6 years ago
036: How to Protect Against Coronavirus Scams
Do You Have a Plan That Would Enable a Trusted Family Member to Step in…
6 years ago
035: Coronavirus Estate Planning
In uncertain times, like those we’re facing now, we tend to go into panic mode,…
6 years ago