What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months ago
Beneficiaries
Answering Your 10 FAQs About Irrevocable Life Insurance Trusts
With the threat of a “sunset” at the end of this year of the current…
11 months ago
Spring Cleaning for Your Life: Why Your Estate Plan May Need a Refresh in 2025: The Top 5 Things to Spring Clean in Your Estate Plan
As you begin to declutter your garage, empty out your closets of old clothes from…
1 year ago
What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025
One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…
2 years ago
The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season
As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…
2 years ago