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Protect Your Loved Ones with a Revocable Living Trust

Back in 2014 I met with Sam Jones (name changed to protect client’s confidentiality) at a local senior center where I volunteer once a month. Sam’s wife recently passed away and Sam was concerned about what would happen to his assets after he passed away. Sam has four children, Sally, Sandy, Scott, and Sam Jr. Sam’s biggest concern was that when he passed away the family home that he and his wife had worked so hard to pay off would have to go through probate. [...]

California Estate Plans

Have you established your California estate plan?Have you updated your existing California estate plan?All individuals, couples and families are distinct and their estate plans require special attention.  Many of my clients tell me the hardest part of creating an estate plan is just getting started.  In an effort to simplify the process, we have put together this to-do list of basic California estate planning documents you can use to get started.  Having these documents in place is important so you can be sure your finances and [...]