Life Insurance Beneficiaries and Your Trust: Do They Match?
When people think about an estate plan, they usually think about the trust itself: who…
2 weeks ago
Beneficiary
5 Ways You Can Fill Out a Beneficiary Designation Form (and Who You Can Nominate!)
You have heard the common estate planner saying, “make sure your beneficiary designation forms are…
2 years ago
Drawbacks of Transfer on Death Deeds in California
Transfer on Death (TOD) deeds gained legal recognition in 2016 as a means of transferring…
2 years ago
Helping Clients Replace Themselves with Special Needs Planning
For parents of special needs children, the estate plan is much more than a vehicle…
3 years ago
Potential Estate Plan Issues Arising from Bonus Children
Imagine this scenario: your cousin, David, dies without an estate plan here in California. He…
3 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…
4 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…
7 years ago