Why Do I Have to Do a Probate When I Have a Trust?
Why Do I Have to Do a Probate When I Have a Trust? As an…
2 months ago
Beneficiary
Drawbacks of Transfer on Death Deeds in California
Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…
6 months ago
Helping Clients Replace Themselves with Special Needs Planning
For parents of special needs children, the estate plan is much more than a vehicle…
1 year ago
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
2 years ago
Heggstad Petitions – What are they and how are they useful?
History Heggstad petitions are named after the California court case, Estate of Heggstad. Mr. Heggstad created…
2 years ago
034: The Dynamics of Dementia with Dr. Michelle Dhanak
Dementia is a prevalent disease in our society, our country, and throughout the world. Even…
5 years ago