Life Insurance Beneficiaries and Your Trust: Do They Match?
When people think about an estate plan, they usually think about the trust itself: who…
3 weeks ago
Estate Planning
Five Estate Planning Conversations to Have This Summer — Before Q4 Gets Complicated
They finally sat down at the kitchen table on the Fourth of July. The kids…
4 months ago
What Happens If You Die Without a Trust in California?
If you own a home in the East Bay, you’ve raised a family here, or…
6 months ago
FIVE IMPORTANT THINGS YOU PROBABLY DIDN’T KNOW ABOUT ORGAN DONATION
A friend and colleague recently brought to my attention an aspect of our estate planning…
8 months ago
Should I Keep My Estate Planning Documents in a Safe Deposit Box?
Over the years I have seen clients struggle to get access to a parent’s safe…
9 months ago
What Changes When Mom Becomes Incapacitated?
If your mom (or dad) has a revocable living trust and has now been diagnosed…
10 months ago
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
What Can Hulk Hogan and Ozzy Osbourne Teach Us About Estate Planning?
When most people think about Hulk Hogan and Ozzy Osbourne, they probably envision iconic moments…
12 months ago